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VCI Wealth Management’s Lockheed Martin LMT Stock Holding History

VCI 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
-6,160
Closed -$3.08M – 128
2025
Q3 		$3.08M Buy
+6,160
New +$2.79M 0.93% 24
2024
Q1 		– Sell
-552
Closed -$250K – 117
2023
Q4 		$250K Buy
+552
New +$245K 0.15% 98

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

VCI Wealth Management's LMT Position: Q4 2025 in Review

VCI Wealth Management sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 6,160 shares — an estimated $3.08M sold.

VCI Wealth Management first reported a position in LMT in Q4 2023 and held it in 2 quarters. The position peaked at $3.08M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • VCI Wealth Management reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • VCI Wealth Management sold 6,160 Lockheed Martin shares in Q4 2025, an estimated $3.08M.
  • VCI Wealth Management first reported a position in Lockheed Martin in Q4 2023 and held it in 2 quarters.
  • VCI Wealth Management's Lockheed Martin position peaked at $3.08M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on VCI Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.