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TruWealth Advisors’s Lockheed Martin LMT Stock Holding History

TruWealth Advisors’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
Q2 		– Sell
-32,198
Closed -$14.4M – 178
2025
Q1 		$14.4M Sell
32,198
-10,813
-25% -$4.98M 0.87% 38
2024
Q4 		$20.9M Buy
43,011
+895
+2% +$488K 1.26% 25
2024
Q3 		$24.6M Buy
42,116
+16,289
+63% +$8.75M 1.51% 21
2024
Q2 		$12.1M Buy
25,827
+814
+3% +$376K 0.8% 36
2024
Q1 		$11.4M Buy
25,013
+830
+3% +$364K 0.79% 40
2023
Q4 		$11M Buy
24,183
+1,268
+6% +$562K 0.84% 38
2023
Q3 		$9.37M Buy
22,915
+663
+3% +$294K 0.81% 40
2023
Q2 		$10.2M Buy
22,252
+194
+0.9% +$90K 0.88% 35
2023
Q1 		$10.4M Buy
22,058
+445
+2% +$209K 0.96% 30
2022
Q4 		$10.5M Buy
21,613
+587
+3% +$273K 1.03% 28
2022
Q3 		$8.12M Buy
+21,026
New +$8.78M 0.86% 30
2021
Q2 		– Sell
-864
Closed -$319K – 118
2021
Q1 		$319K Sell
864
-342
-28% -$117K 0.04% 82
2020
Q4 		$428K Buy
+1,206
New +$443K 0.06% 75

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TruWealth Advisors's LMT Position: Q2 2025 in Review

TruWealth Advisors sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 32,198 shares — an estimated $14.4M sold.

TruWealth Advisors first reported a position in LMT in Q4 2020 and held it in 13 quarters. The position peaked at $24.6M in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • TruWealth Advisors reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • TruWealth Advisors sold 32,198 Lockheed Martin shares in Q2 2025, an estimated $14.4M.
  • TruWealth Advisors first reported a position in Lockheed Martin in Q4 2020 and held it in 13 quarters.
  • TruWealth Advisors's Lockheed Martin position peaked at $24.6M in Q3 2024.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on TruWealth Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.