WFAG
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Wescott Financial Advisory Group’s Lockheed Martin LMT Stock Holding History

Wescott Financial Advisory Group’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
Q4 		– Sell
-2,077
Closed -$1.04M – 193
2025
Q3 		$1.04M Sell
2,077
-363
-15% -$165K 0.09% 91
2025
Q2 		$1.13M Buy
2,440
+15
+0.6% +$7.02K 0.11% 82
2025
Q1 		$1.08M Sell
2,425
-7
-0.3% -$3.22K 0.11% 78
2024
Q4 		$1.18M Sell
2,432
-180
-7% -$98.1K 0.12% 78
2024
Q3 		$1.53M Buy
2,612
+7
+0.3% +$3.76K 0.16% 69
2024
Q2 		$1.22M Buy
2,605
+529
+25% +$244K 0.14% 79
2024
Q1 		$944K Sell
2,076
-45
-2% -$19.7K 0.12% 75
2023
Q4 		$961K Hold
2,121
– – 0.13% 74
2023
Q3 		$867K Sell
2,121
-3
-0.1% -$1.33K 0.16% 74
2023
Q2 		$978K Sell
2,124
-139
-6% -$64.5K 0.17% 72
2023
Q1 		$1.07M Buy
2,263
+144
+7% +$67.5K 0.23% 60
2022
Q4 		$1.03M Sell
2,119
-175
-8% -$81.3K 0.22% 61
2022
Q3 		$886K Buy
2,294
+22
+1% +$9.19K 0.25% 56
2022
Q2 		$977K Buy
+2,272
New +$998K 0.27% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wescott Financial Advisory Group's LMT Position: Q4 2025 in Review

Wescott Financial Advisory Group sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 2,077 shares — an estimated $1.04M sold.

Wescott Financial Advisory Group first reported a position in LMT in Q2 2022 and held it in 14 quarters. The position peaked at $1.53M in Q3 2024. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Wescott Financial Advisory Group reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 2,077 Lockheed Martin shares in Q4 2025, an estimated $1.04M.
  • Wescott Financial Advisory Group first reported a position in Lockheed Martin in Q2 2022 and held it in 14 quarters.
  • Wescott Financial Advisory Group's Lockheed Martin position peaked at $1.53M in Q3 2024.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.