Sterling Financial Group’s Lockheed Martin LMT Stock Holding History

Sterling Financial Group’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$471K	Sell	944 -1	-0.1%	-$454	0.15%	51
2025 Q2	$438K	Hold	945	–	–	0.15%	49
2025 Q1	$422K	Hold	945	–	–	0.15%	48
2024 Q4	$459K	Sell	945 -167	-15%	-$91K	0.17%	45
2024 Q3	$650K	Hold	1,112	–	–	0.28%	36
2024 Q2	$519K	Sell	1,112 -4	-0.4%	-$1.85K	0.24%	37
2024 Q1	$508K	Sell	1,116 -328	-23%	-$144K	0.24%	37
2023 Q4	$654K	Hold	1,444	–	–	0.39%	34
2023 Q3	$591K	Hold	1,444	–	–	0.37%	34
2023 Q2	$665K	Hold	1,444	–	–	0.44%	25
2023 Q1	$702K	Hold	1,444	–	–	0.54%	27
2022 Q4	$702K	Buy	+1,444	New	+$671K	0.54%	27

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Financial Group's LMT Position: Q3 2025 in Review

Sterling Financial Group reduced its Lockheed Martin (LMT) stake by 0.11% in Q3 2025, selling an estimated $454 and leaving 944 shares worth $471K. The position accounts for 0.15% of the portfolio, ranked #51.

Sterling Financial Group first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $702K in Q1 2023. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Sterling Financial Group held 944 shares of Lockheed Martin worth $471K as of Q3 2025.
Sterling Financial Group sold 1 Lockheed Martin share in Q3 2025, an estimated $454.
Lockheed Martin made up 0.15% of Sterling Financial Group's portfolio in Q3 2025, its #51 holding.
Sterling Financial Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
Sterling Financial Group's Lockheed Martin position peaked at $702K in Q1 2023.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.