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von Borstel & Associates’s Lockheed Martin LMT Stock Holding History

von Borstel & Associates’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
-877
Closed -$396K – 106
2025
Q3 		$396K Buy
+877
New +$398K 0.06% 101

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

von Borstel & Associates's LMT Position: Q4 2025 in Review

von Borstel & Associates sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 877 shares — an estimated $396K sold.

von Borstel & Associates first reported a position in LMT in Q3 2025 and held it in 1 quarter. The position peaked at $396K in Q3 2025. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • von Borstel & Associates reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 877 Lockheed Martin shares in Q4 2025, an estimated $396K.
  • von Borstel & Associates first reported a position in Lockheed Martin in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Lockheed Martin position peaked at $396K in Q3 2025.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.