Bleakley Financial Group’s Lockheed Martin LMT Stock Holding History

Bleakley Financial 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 Q1	–	Sell	-5,864	Closed	-$2.85M	–	777
2024 Q4	$2.85M	Sell	5,864 -135	-2%	-$73.6K	0.09%	195
2024 Q3	$3.51M	Buy	5,999 +65	+1%	+$34.9K	0.11%	164
2024 Q2	$2.77M	Buy	5,934 +124	+2%	+$57.3K	0.08%	230
2024 Q1	$2.64M	Sell	5,810 -300	-5%	-$131K	0.08%	243
2023 Q4	$2.77M	Buy	6,110 +247	+4%	+$109K	0.09%	215
2023 Q3	$2.4M	Sell	5,863 -1,103	-16%	-$489K	0.08%	216
2023 Q2	$3.21M	Buy	6,966 +244	+4%	+$113K	0.1%	183
2023 Q1	$3.18M	Sell	6,722 -6	-0.1%	-$2.81K	0.11%	179
2022 Q4	$3.27M	Buy	+6,728	New	+$3.13M	0.12%	165

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bleakley Financial Group's LMT Position: Q1 2025 in Review

Bleakley Financial Group sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 5,864 shares — an estimated $2.85M sold.

Bleakley Financial Group first reported a position in LMT in Q4 2022 and held it in 9 quarters. The position peaked at $3.51M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Bleakley Financial Group reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 5,864 Lockheed Martin shares in Q1 2025, an estimated $2.85M.
Bleakley Financial Group first reported a position in Lockheed Martin in Q4 2022 and held it in 9 quarters.
Bleakley Financial Group's Lockheed Martin position peaked at $3.51M in Q3 2024.
2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.