Tyler-Stone Wealth Management’s Lockheed Martin LMT Stock Holding History

Tyler-Stone 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 Q2	$336K	Buy	726 +42	+6%	+$19.7K	0.05%	248
2025 Q1	$306K	Buy	684 +22	+3%	+$10.1K	0.05%	253
2024 Q4	$322K	Sell	662 -29	-4%	-$15.8K	0.06%	243
2024 Q3	$404K	Buy	691 +355	+106%	+$191K	0.08%	214
2024 Q2	$157K	Buy	336 +2	+0.6%	+$924	0.06%	222
2024 Q1	$152K	Hold	334	–	–	0.07%	222
2023 Q4	$151K	Buy	334 +1	+0.3%	+$443	0.08%	206
2023 Q3	$136K	Sell	333 -38	-10%	-$16.9K	0.08%	203
2023 Q2	$171K	Buy	+371	New	+$172K	0.1%	182
2022 Q4	$179K	Buy	369 +1	+0.3%	+$465	0.12%	152
2022 Q3	$142K	Sell	368 -31	-8%	-$12.9K	0.11%	171
2022 Q2	$172K	Sell	399 -54	-12%	-$23.7K	0.11%	162
2022 Q1	$200K	Buy	453 +1	+0.2%	+$405	0.11%	170
2021 Q4	$161K	Buy	+452	New	+$156K	0.09%	214

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Tyler-Stone Wealth Management's LMT Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Lockheed Martin (LMT) stake by 6.1% in Q2 2025, buying an estimated $19.7K and bringing the position to 726 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #248.

Tyler-Stone Wealth Management first reported a position in LMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $404K in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Tyler-Stone Wealth Management held 726 shares of Lockheed Martin worth $336K as of Q2 2025.
Tyler-Stone Wealth Management bought 42 Lockheed Martin shares in Q2 2025, an estimated $19.7K.
Lockheed Martin made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #248 holding.
Tyler-Stone Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Lockheed Martin position peaked at $404K in Q3 2024.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.