Strategic Wealth Investment Group’s Lockheed Martin LMT Stock Holding History

Strategic Wealth Investment 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 Q4	–	Sell	-481	Closed	-$240K	–	112
2025 Q3	$240K	Buy	481 +457	+1,904%	+$207K	0.02%	116
2025 Q2	$11.1K	Buy	+24	New	+$11.2K	0.02%	91
2025 Q1	–	Sell	-18,906	Closed	-$9.19M	–	85
2024 Q4	$9.19M	Buy	18,906 +1,057	+6%	+$576K	1.02%	36
2024 Q3	$10.8M	Buy	17,849 +2,118	+13%	+$1.14M	1.16%	29
2024 Q2	$7.34M	Buy	+15,731	New	+$7.27M	0.93%	33
2023 Q4	$673K	Sell	1,484 -921	-38%	-$408K	0.1%	65
2023 Q3	$984K	Sell	2,405 -25	-1%	-$11.1K	0.18%	58
2023 Q2	$112K	Sell	2,430 -209	-8%	-$97K	0.02%	122
2023 Q1	$1.25M	Buy	2,639 +2,064	+359%	+$968K	0.23%	63
2022 Q4	$254K	Buy	+575	New	+$267K	0.06%	103

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Investment Group's LMT Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 481 shares — an estimated $240K sold.

Strategic Wealth Investment Group first reported a position in LMT in Q4 2022 and held it in 10 quarters. The position peaked at $10.8M in Q3 2024. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

Strategic Wealth Investment Group reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 481 Lockheed Martin shares in Q4 2025, an estimated $240K.
Strategic Wealth Investment Group first reported a position in Lockheed Martin in Q4 2022 and held it in 10 quarters.
Strategic Wealth Investment Group's Lockheed Martin position peaked at $10.8M in Q3 2024.
2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.