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Watershed Private Wealth’s Lockheed Martin LMT Stock Holding History

Watershed Private Wealth’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
Q3 		– Sell
-663
Closed -$307K – 114
2025
Q2 		$307K Sell
663
-70
-10% -$32.8K 0.11% 86
2025
Q1 		$327K Buy
+733
New +$337K 0.13% 87
2024
Q4 		– Sell
-386
Closed -$226K – 114
2024
Q3 		$226K Buy
+386
New +$207K 0.09% 105

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Watershed Private Wealth's LMT Position: Q3 2025 in Review

Watershed Private Wealth sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 663 shares — an estimated $307K sold.

Watershed Private Wealth first reported a position in LMT in Q3 2024 and held it in 3 quarters. The position peaked at $327K in Q1 2025. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Watershed Private Wealth reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Watershed Private Wealth sold 663 Lockheed Martin shares in Q3 2025, an estimated $307K.
  • Watershed Private Wealth first reported a position in Lockheed Martin in Q3 2024 and held it in 3 quarters.
  • Watershed Private Wealth's Lockheed Martin position peaked at $327K in Q1 2025.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Watershed Private Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.