Wealthstream Advisors’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
+402
New +$182K 0.03% 185
2025
Q1
Sell
-420
Closed -$204K 174
2024
Q4
$204K Sell
420
-1
-0.2% -$545 0.04% 147
2024
Q3
$246K Buy
+421
New +$226K 0.04% 130
2024
Q1
Sell
-703
Closed -$319K 160
2023
Q4
$319K Buy
+703
New +$311K 0.13% 96

Other funds holding LMT

Wealthstream Advisors's LMT Position: Q3 2025 in Review

Wealthstream Advisors opened a new position in Lockheed Martin (LMT) in Q3 2025: 402 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #185 among its holdings. This is a return to the name: Wealthstream Advisors previously reported a position in LMT as recently as Q4 2024.

Wealthstream Advisors first reported a position in LMT in Q4 2023 and has held it in 4 quarters since. The position peaked at $319K in Q4 2023. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Wealthstream Advisors held 402 shares of Lockheed Martin worth $201K as of Q3 2025.
  • Lockheed Martin was a new Wealthstream Advisors position in Q3 2025.
  • Lockheed Martin made up 0.03% of Wealthstream Advisors's portfolio in Q3 2025, its #185 holding.
  • Wealthstream Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 4 quarters since.
  • Wealthstream Advisors's Lockheed Martin position peaked at $319K in Q4 2023.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.