WFA
LMT icon

Wade Financial Advisory’s Lockheed Martin LMT Stock Holding History

Wade Financial Advisory’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
Q1 		$655K Sell
1,466
-25
-2% -$11.5K 0.22% 47
2024
Q4 		$725K Sell
1,491
-80
-5% -$43.6K 0.25% 45
2024
Q3 		$918K Sell
1,571
-34
-2% -$18.3K 0.31% 40
2024
Q2 		$750K Sell
1,605
-25
-2% -$11.6K 0.27% 45
2024
Q1 		$741K Sell
1,630
-25
-2% -$11K 0.27% 45
2023
Q4 		$750K Sell
1,655
-25
-1% -$11.1K 0.28% 41
2023
Q3 		$687K Sell
1,680
-25
-1% -$11.1K 0.29% 40
2023
Q2 		$785K Sell
1,705
-25
-1% -$11.6K 0.31% 40
2023
Q1 		$818K Sell
1,730
-25
-1% -$11.7K 0.34% 39
2022
Q4 		$854K Sell
1,755
-100
-5% -$46.5K 0.39% 37
2022
Q3 		$717K Sell
1,855
-110
-6% -$45.9K 0.36% 39
2022
Q2 		$845K Sell
1,965
-90
-4% -$39.5K 0.4% 39
2022
Q1 		$907K Buy
+2,055
New +$833K 0.39% 38

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wade Financial Advisory's LMT Position: Q1 2025 in Review

Wade Financial Advisory reduced its Lockheed Martin (LMT) stake by 1.7% in Q1 2025, selling an estimated $11.5K and leaving 1,466 shares worth $655K. The position accounts for 0.22% of the portfolio, ranked #47.

Wade Financial Advisory first reported a position in LMT in Q1 2022 and has held it in 13 quarters since. The position peaked at $918K in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Wade Financial Advisory held 1,466 shares of Lockheed Martin worth $655K as of Q1 2025.
  • Wade Financial Advisory sold 25 Lockheed Martin shares in Q1 2025, an estimated $11.5K.
  • Lockheed Martin made up 0.22% of Wade Financial Advisory's portfolio in Q1 2025, its #47 holding.
  • Wade Financial Advisory first reported a position in Lockheed Martin in Q1 2022 and has held it in 13 quarters since.
  • Wade Financial Advisory's Lockheed Martin position peaked at $918K in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.