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Watts Gwilliam & Co’s Lockheed Martin LMT Stock Holding History

Watts Gwilliam & Co’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 		$891K Buy
1,785
+5
+0.3% +$2.27K 0.14% 95
2025
Q2 		$843K Buy
1,780
+14
+0.8% +$6.55K 0.14% 97
2025
Q1 		$789K Sell
1,766
-40
-2% -$18.4K 0.17% 96
2024
Q4 		$838K Buy
1,806
+4
+0.2% +$2.18K 0.18% 97
2024
Q3 		$1.1M Buy
+1,802
New +$967K 0.24% 78
2024
Q1 		$771K Buy
+1,650
New +$723K 0.24% 81

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

Watts Gwilliam & Co's LMT Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Lockheed Martin (LMT) stake by 0.28% in Q3 2025, buying an estimated $2.27K and bringing the position to 1,785 shares worth $891K. The position accounts for 0.14% of the portfolio, ranked #95.

Watts Gwilliam & Co first reported a position in LMT in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Watts Gwilliam & Co held 1,785 shares of Lockheed Martin worth $891K as of Q3 2025.
  • Watts Gwilliam & Co bought 5 Lockheed Martin shares in Q3 2025, an estimated $2.27K.
  • Lockheed Martin made up 0.14% of Watts Gwilliam & Co's portfolio in Q3 2025, its #95 holding.
  • Watts Gwilliam & Co first reported a position in Lockheed Martin in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Lockheed Martin position peaked at $1.1M in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.