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Wela Strategies’s Lockheed Martin LMT Stock Holding History

Wela Strategies’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 		$995K Buy
1,993
+57
+3% +$25.9K 0.38% 22
2025
Q2 		$897K Buy
1,936
+62
+3% +$29K 0.35% 22
2025
Q1 		$837K Buy
+1,874
New +$863K 0.35% 22
2024
Q4 		– Sell
-1,248
Closed -$730K – 68
2024
Q3 		$730K Sell
1,248
-111
-8% -$59.6K 0.32% 24
2024
Q2 		$635K Sell
1,359
-87
-6% -$40.2K 0.3% 27
2024
Q1 		$658K Buy
1,446
+58
+4% +$25.4K 0.31% 25
2023
Q4 		$629K Buy
1,388
+41
+3% +$18.2K 0.34% 27
2023
Q3 		$551K Buy
1,347
+6
+0.4% +$2.66K 0.33% 27
2023
Q2 		$617K Buy
1,341
+3
+0.2% +$1.39K 0.47% 22
2023
Q1 		$633K Sell
1,338
-13
-1% -$6.1K 0.34% 27
2022
Q4 		$657K Buy
1,351
+55
+4% +$25.6K 0.37% 25
2022
Q3 		$501K Buy
1,296
+20
+2% +$8.35K 0.34% 26
2022
Q2 		$549K Sell
1,276
-78
-6% -$34.2K 0.32% 26
2022
Q1 		$598K Sell
1,354
-76
-5% -$30.8K 0.31% 26
2021
Q4 		$508K Buy
1,430
+44
+3% +$15.2K 0.25% 27
2021
Q3 		$478K Buy
1,386
+53
+4% +$19.2K 0.25% 26
2021
Q2 		$504K Sell
1,333
-62
-4% -$23.8K 0.2% 27
2021
Q1 		$515K Buy
+1,395
New +$479K 0.28% 26

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wela Strategies's LMT Position: Q3 2025 in Review

Wela Strategies increased its Lockheed Martin (LMT) stake by 2.9% in Q3 2025, buying an estimated $25.9K and bringing the position to 1,993 shares worth $995K. The position accounts for 0.38% of the portfolio, ranked #22.

Wela Strategies first reported a position in LMT in Q1 2021 and has held it in 18 quarters since. 2,585 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Wela Strategies held 1,993 shares of Lockheed Martin worth $995K as of Q3 2025.
  • Wela Strategies bought 57 Lockheed Martin shares in Q3 2025, an estimated $25.9K.
  • Lockheed Martin made up 0.38% of Wela Strategies's portfolio in Q3 2025, its #22 holding.
  • Wela Strategies first reported a position in Lockheed Martin in Q1 2021 and has held it in 18 quarters since.
  • 2,585 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.