CAWM
LMT icon

Capital A Wealth Management’s Lockheed Martin LMT Stock Holding History

Capital A Wealth Management’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 		$906 Sell
2
-24
-92% -$11.2K 0.01% 383
2025
Q1 		$11.6K Hold
26
– – 0.01% 279
2024
Q4 		$12.6K Buy
+26
New +$14.2K 0.02% 285

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

Capital A Wealth Management's LMT Position: Q2 2025 in Review

Capital A Wealth Management reduced its Lockheed Martin (LMT) stake by 92% in Q2 2025, selling an estimated $11.2K and leaving 2 shares worth $906. The position accounts for 0.01% of the portfolio, ranked #383.

Capital A Wealth Management first reported a position in LMT in Q4 2024 and has held it in 3 quarters since. The position peaked at $12.6K in Q4 2024. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Capital A Wealth Management held 2 shares of Lockheed Martin worth $906 as of Q2 2025.
  • Capital A Wealth Management sold 24 Lockheed Martin shares in Q2 2025, an estimated $11.2K.
  • Lockheed Martin made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #383 holding.
  • Capital A Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Lockheed Martin position peaked at $12.6K in Q4 2024.
  • 2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.