SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / LMT

Nicholson Wealth Management Group, LLC’s Lockheed Martin Corp Position

Does Nicholson Wealth Management Group, LLC own Lockheed Martin Corp (LMT)? Not currently — the last reported position was 3.7K shares worth $2M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2025
Shares
3.7K
% of Portfolio
+1.06%
Quarters Held
4
position exited

Position History LMT

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20253.7K$2M+1.06%
Q1 20253.6K$2M+1.06%
Q4 20243.6K$2M+1.15%
Q3 20243.5K$2M+1.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of LMT.