Capital Market Strategies’s Lockheed Martin LMT Stock Holding History

Capital Market Strategies’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	$688K	Sell	1,486 -60	-4%	-$28.1K	0.48%	41
2025 Q1	$691K	Sell	1,546 -330	-18%	-$152K	0.46%	46
2024 Q4	$912K	Buy	1,876 +10	+0.5%	+$5.45K	0.52%	36
2024 Q3	$1.09M	Sell	1,866 -25	-1%	-$13.4K	0.66%	34
2024 Q2	$883K	Buy	1,891 +40	+2%	+$18.5K	0.56%	35
2024 Q1	$842K	Sell	1,851 -35	-2%	-$15.3K	0.64%	35
2023 Q4	$855K	Buy	1,886 +13	+0.7%	+$5.76K	0.75%	31
2023 Q3	$757K	Buy	1,873 +14	+0.8%	+$6.21K	0.75%	29
2023 Q2	$856K	Buy	+1,859	New	+$863K	0.79%	27
2023 Q1	–	Sell	-1,513	Closed	-$736K	–	92
2022 Q4	$736K	Buy	1,513 +15	+1%	+$6.97K	0.79%	33
2022 Q3	$579K	Buy	1,498 +5	+0.3%	+$2.09K	0.65%	39
2022 Q2	$642K	Sell	1,493 -1	-0.1%	-$439	0.67%	36
2022 Q1	$659K	Buy	1,494 +601	+67%	+$244K	0.57%	41
2021 Q4	$317K	Buy	+893	New	+$309K	0.26%	100

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 $5.7T 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

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