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Aveo Capital Partners’s Lockheed Martin LMT Stock Holding History

Aveo Capital Partners’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
-511
Closed -$241K – 90
2025
Q1 		$241K Sell
511
-23
-4% -$10.6K 0.04% 160
2024
Q4 		$259K Sell
534
-88
-14% -$48K 0.03% 308
2024
Q3 		$364K Sell
622
-364
-37% -$195K 0.04% 252
2024
Q2 		$461K Sell
986
-108
-10% -$49.9K 0.05% 199
2024
Q1 		$505K Buy
1,094
+433
+66% +$190K 0.06% 218
2023
Q4 		$300K Buy
661
+26
+4% +$11.5K 0.04% 271
2023
Q3 		$260K Sell
635
-42
-6% -$18.6K 0.03% 286
2023
Q2 		$312K Buy
677
+41
+6% +$19K 0.04% 265
2023
Q1 		$300K Sell
636
-25
-4% -$11.7K 0.04% 265
2022
Q4 		$322K Buy
+661
New +$307K 0.05% 255
2021
Q4 		– Sell
-580
Closed -$200K – 292
2021
Q3 		$200K Buy
+580
New +$210K 0.04% 247
2018
Q4 		– Sell
-614
Closed -$201K – 140
2018
Q3 		$201K Buy
+614
New +$198K 0.09% 135
2018
Q2 		– Sell
-977
Closed -$330K – 150
2018
Q1 		$330K Sell
977
-2
-0.2% -$681 0.14% 98
2017
Q4 		$314K Buy
979
+106
+12% +$33.4K 0.1% 95
2017
Q3 		$271K Buy
873
+81
+10% +$24.2K 0.09% 98
2017
Q2 		$220K Buy
792
+20
+3% +$5.49K 0.08% 111
2017
Q1 		$207K Sell
772
-507
-40% -$133K 0.08% 116
2016
Q4 		$320K Buy
+1,279
New +$320K 0.09% 135

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aveo Capital Partners's LMT Position: Q2 2025 in Review

Aveo Capital Partners sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 511 shares — an estimated $241K sold.

Aveo Capital Partners first reported a position in LMT in Q4 2016 and held it in 18 quarters. The position peaked at $505K in Q1 2024. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Aveo Capital Partners reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 511 Lockheed Martin shares in Q2 2025, an estimated $241K.
  • Aveo Capital Partners first reported a position in Lockheed Martin in Q4 2016 and held it in 18 quarters.
  • Aveo Capital Partners's Lockheed Martin position peaked at $505K in Q1 2024.
  • 2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.