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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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Market Strategies's LMT Position: Q2 2025 in Review

Capital Market Strategies reduced its Lockheed Martin (LMT) stake by 3.9% in Q2 2025, selling an estimated $28.1K and leaving 1,486 shares worth $688K. The position accounts for 0.48% of the portfolio, ranked #41.

Capital Market Strategies first reported a position in LMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2024. 2,609 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Capital Market Strategies held 1,486 shares of Lockheed Martin worth $688K as of Q2 2025.
  • Capital Market Strategies sold 60 Lockheed Martin shares in Q2 2025, an estimated $28.1K.
  • Lockheed Martin made up 0.48% of Capital Market Strategies's portfolio in Q2 2025, its #41 holding.
  • Capital Market Strategies first reported a position in Lockheed Martin in Q4 2021 and has held it in 14 quarters since.
  • Capital Market Strategies's Lockheed Martin position peaked at $1.09M in Q3 2024.
  • 2,609 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.