Winthrop Advisory Group’s Lockheed Martin LMT Stock Holding History

Winthrop 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
2026 Q1	$802K	Sell	1,326 -397	-23%	-$245K	0.07%	85
2025 Q4	$833K	Sell	1,723 -321	-16%	-$154K	0.07%	80
2025 Q3	$1.02M	Sell	2,044 -51	-2%	-$23.1K	0.09%	69
2025 Q2	$970K	Buy	+2,095	New	+$981K	0.09%	67
2024 Q4	–	Sell	-384	Closed	-$224K	–	164
2024 Q3	$224K	Buy	+384	New	+$206K	0.03%	133
2022 Q2	–	Sell	-510	Closed	-$225K	–	135
2022 Q1	$225K	Buy	+510	New	+$207K	0.05%	124
2021 Q2	–	Sell	-1,022	Closed	-$378K	–	139
2021 Q1	$378K	Buy	1,022 +320	+46%	+$110K	0.09%	76
2020 Q4	$249K	Buy	702 +174	+33%	+$64K	0.07%	107
2020 Q3	$204K	Buy	+528	New	+$202K	0.06%	112

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return