Wealth Enhancement Advisory Trims Lockheed Martin Stake

Wealth management firm reduces holdings in aerospace giant by 40.9% in Q4 2025

Mar. 22, 2026 at 11:48am

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Wealth Enhancement Advisory Services LLC lowered its stake in Lockheed Martin Corporation (NYSE:LMT) by 40.9% in the fourth quarter of 2025, according to a recent 13F filing with the SEC. The firm sold 125,584 shares, leaving it with 181,311 shares worth $94,975,000 at the end of the quarter.

Why it matters

Lockheed Martin is one of the world's largest aerospace and defense companies, with a portfolio spanning military aircraft, missile systems, space technologies, and more. Institutional investors closely watch changes in major shareholders' positions as they can signal shifts in market sentiment or changes in a company's outlook.

The details

Wealth Enhancement Advisory Services, an independent wealth management firm, reduced its Lockheed Martin holdings significantly in Q4 2025. The firm sold 125,584 shares, leaving it with a remaining stake of 181,311 shares worth nearly $95 million. This represented a 40.9% reduction in the firm's overall Lockheed Martin position.

  • Wealth Enhancement Advisory Services filed its 13F report for Q4 2025 on March 22, 2026.

The players

Wealth Enhancement Advisory Services LLC

An independent wealth management firm that provides financial planning and investment advisory services.

Lockheed Martin Corporation

A global aerospace and defense company that designs, develops, and manufactures advanced technology systems for government and commercial customers.

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The takeaway

Wealth Enhancement Advisory Services' significant reduction in its Lockheed Martin holdings could signal a shift in market sentiment or a change in the firm's outlook on the aerospace giant. Investors will likely watch for any further changes in major shareholders' positions as an indicator of broader trends in the industry.