Avalon Trust’s Lockheed Martin LMT Stock Holding History

Avalon Trust’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 Q2	–	Sell	-29	Closed	-$12.9K	–	439
2025 Q1	$12.9K	Buy	+29	New	+$13.3K	﹤0.01%	352

Other funds holding LMT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avalon Trust's LMT Position: Q2 2025 in Review

Avalon Trust sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 29 shares — an estimated $12.9K sold.

Avalon Trust first reported a position in LMT in Q1 2025 and held it in 1 quarter. The position peaked at $12.9K in Q1 2025. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Avalon Trust reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
Avalon Trust sold 29 Lockheed Martin shares in Q2 2025, an estimated $12.9K.
Avalon Trust first reported a position in Lockheed Martin in Q1 2025 and held it in 1 quarter.
Avalon Trust's Lockheed Martin position peaked at $12.9K in Q1 2025.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Avalon Trust's 13F filing for Q2 2025, filed 8 Aug 2025.