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BOK Financial Private Wealth’s Lockheed Martin LMT Stock Holding History

BOK Financial Private Wealth’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
-154
Closed -$68.8K – 468
2025
Q1 		$68.8K Buy
154
+63
+69% +$29K 0.01% 236
2024
Q4 		$44.3K Hold
91
– – ﹤0.01% 270
2024
Q3 		$53.3K Sell
91
-83
-48% -$44.6K ﹤0.01% 254
2024
Q2 		$81.3K Buy
174
+83
+91% +$38.4K 0.01% 214
2024
Q1 		$41.4K Sell
91
-118
-56% -$51.7K ﹤0.01% 272
2023
Q4 		$94.8K Sell
209
-25
-11% -$11.1K 0.01% 201
2023
Q3 		$95.7K Buy
234
+25
+12% +$11.1K 0.01% 191
2023
Q2 		$96.3K Hold
209
– – 0.01% 195
2023
Q1 		$98.8K Buy
209
+34
+19% +$15.9K 0.01% 199
2022
Q4 		$85.2K Hold
175
– – 0.01% 204
2022
Q3 		$68K Hold
175
– – 0.01% 227
2022
Q2 		$75K Sell
175
-887
-84% -$389K 0.01% 223
2022
Q1 		$469K Buy
1,062
+232
+28% +$94K 0.03% 180
2021
Q4 		$295K Buy
+830
New +$287K 0.02% 229
2021
Q3 		– Sell
-559
Closed -$212K – 246
2021
Q2 		$212K Buy
+559
New +$215K 0.02% 215

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

BOK Financial Private Wealth's LMT Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 154 shares — an estimated $68.8K sold.

BOK Financial Private Wealth first reported a position in LMT in Q2 2021 and held it in 15 quarters. The position peaked at $469K in Q1 2022. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 154 Lockheed Martin shares in Q2 2025, an estimated $68.8K.
  • BOK Financial Private Wealth first reported a position in Lockheed Martin in Q2 2021 and held it in 15 quarters.
  • BOK Financial Private Wealth's Lockheed Martin position peaked at $469K in Q1 2022.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.