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Twelve Points Wealth Management’s Lockheed Martin LMT Stock Holding History

Twelve Points Wealth 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 		– Sell
-465
Closed -$232K – 200
2025
Q3 		$232K Buy
+465
New +$211K 0.06% 173
2022
Q2 		– Sell
-2,810
Closed -$1.24M – 171
2022
Q1 		$1.24M Sell
2,810
-381
-12% -$154K 0.93% 23
2021
Q4 		$1.13M Buy
+3,191
New +$1.1M 0.92% 29

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Twelve Points Wealth Management's LMT Position: Q4 2025 in Review

Twelve Points Wealth Management sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 465 shares — an estimated $232K sold.

Twelve Points Wealth Management first reported a position in LMT in Q4 2021 and held it in 3 quarters. The position peaked at $1.24M in Q1 2022. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Twelve Points Wealth Management reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Twelve Points Wealth Management sold 465 Lockheed Martin shares in Q4 2025, an estimated $232K.
  • Twelve Points Wealth Management first reported a position in Lockheed Martin in Q4 2021 and held it in 3 quarters.
  • Twelve Points Wealth Management's Lockheed Martin position peaked at $1.24M in Q1 2022.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Twelve Points Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.