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Worth Financial Advisory Group’s Lockheed Martin LMT Stock Holding History

Worth 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
Q3 		– Sell
-707
Closed -$328K – 156
2025
Q2 		$328K Buy
707
+187
+36% +$87.5K 0.2% 108
2025
Q1 		$232K Buy
520
+28
+6% +$12.9K 0.15% 148
2024
Q4 		$239K Buy
492
+41
+9% +$22.4K 0.15% 136
2024
Q3 		$264K Buy
451
+20
+5% +$10.7K 0.15% 141
2024
Q2 		$201K Buy
+431
New +$199K 0.13% 145

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

Worth Financial Advisory Group's LMT Position: Q3 2025 in Review

Worth Financial Advisory Group sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 707 shares — an estimated $328K sold.

Worth Financial Advisory Group first reported a position in LMT in Q2 2024 and held it in 5 quarters. The position peaked at $328K in Q2 2025. 2,585 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Worth Financial Advisory Group reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Worth Financial Advisory Group sold 707 Lockheed Martin shares in Q3 2025, an estimated $328K.
  • Worth Financial Advisory Group first reported a position in Lockheed Martin in Q2 2024 and held it in 5 quarters.
  • Worth Financial Advisory Group's Lockheed Martin position peaked at $328K in Q2 2025.
  • 2,585 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Worth Financial Advisory Group's 13F filing for Q3 2025, filed 22 Oct 2025.