Tucker Asset Management’s Lockheed Martin LMT Stock Holding History

Tucker Asset Management’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	$31.9K	Buy	+66	New	+$31.6K	0.01%	379
2025 Q2	–	Sell	-450	Closed	-$201K	–	322
2025 Q1	$201K	Buy	450 +97	+27%	+$44.7K	0.07%	98
2024 Q4	$172K	Sell	353 -98	-22%	-$53.4K	0.02%	163
2024 Q3	$264K	Sell	451 -166	-27%	-$89.1K	0.06%	113
2024 Q2	$288K	Sell	617 -92	-13%	-$42.5K	0.06%	118
2024 Q1	$323K	Sell	709 -398	-36%	-$174K	0.07%	116
2023 Q4	$502K	Sell	1,107 -93	-8%	-$41.2K	0.13%	62
2023 Q3	$491K	Buy	1,200 +427	+55%	+$189K	0.13%	67
2023 Q2	$356K	Buy	773 +595	+334%	+$276K	0.1%	59
2023 Q1	$84.1K	Buy	178 +111	+166%	+$52.1K	0.03%	161
2022 Q4	$32.6K	Buy	67 +50	+294%	+$23.2K	0.01%	194
2022 Q3	$8.27K	Buy	17 +5	+42%	+$2.09K	﹤0.01%	360
2022 Q2	$5.16K	Hold	12	–	–	﹤0.01%	328
2022 Q1	$5.3K	Buy	+12	New	+$4.87K	﹤0.01%	310
2021 Q1	–	Sell	-57	Closed	-$20.2K	–	367
2020 Q4	$20.2K	Buy	+57	New	+$21K	0.01%	139

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

Tucker Asset Management's LMT Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Lockheed Martin (LMT) in Q4 2025: 66 shares worth $31.9K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in LMT as recently as Q1 2025.

Tucker Asset Management first reported a position in LMT in Q4 2020 and has held it in 15 quarters since. The position peaked at $502K in Q4 2023. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

Tucker Asset Management held 66 shares of Lockheed Martin worth $31.9K as of Q4 2025.
Lockheed Martin was a new Tucker Asset Management position in Q4 2025.
Lockheed Martin made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #379 holding.
Tucker Asset Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 15 quarters since.
Tucker Asset Management's Lockheed Martin position peaked at $502K in Q4 2023.
2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.