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Carolinas Wealth Consulting’s Lockheed Martin LMT Stock Holding History

Carolinas Wealth Consulting’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
-745
Closed -$333K – 540
2025
Q1 		$333K Sell
745
-56
-7% -$25.8K 0.07% 132
2024
Q4 		$389K Buy
801
+3
+0.4% +$1.64K 0.08% 126
2024
Q3 		$466K Sell
798
-4
-0.5% -$2.15K 0.08% 117
2024
Q2 		$374K Buy
802
+202
+34% +$93.4K 0.07% 128
2024
Q1 		$275K Sell
600
-25,975
-98% -$11.4M 0.05% 141
2023
Q4 		$320K Hold
26,575
– – 0.07% 120
2023
Q3 		$320K Sell
26,575
-136
-0.5% -$60.3K 0.08% 107
2023
Q2 		$387K Sell
26,711
-190
-0.7% -$88.2K 0.08% 120
2023
Q1 		$486K Buy
26,901
+72
+0.3% +$33.8K 0.1% 109
2022
Q4 		$465K Sell
26,829
-48
-0.2% -$22.3K 0.11% 105
2022
Q3 		$393K Buy
26,877
+217
+0.8% +$90.6K 0.1% 104
2022
Q2 		$341K Buy
26,660
+25,827
+3,100% +$11.3M 0.08% 111
2022
Q1 		$368K Buy
833
+98
+13% +$39.7K 0.08% 111
2021
Q4 		$261K Sell
735
-16
-2% -$5.53K 0.06% 148
2021
Q3 		$259K Sell
751
-123
-14% -$44.5K 0.06% 131
2021
Q2 		$331K Buy
874
+71
+9% +$27.3K 0.07% 117
2021
Q1 		$297K Buy
803
+54
+7% +$18.5K 0.07% 125
2020
Q4 		$266K Buy
749
+126
+20% +$46.3K 0.07% 126
2020
Q3 		$239K Buy
623
+471
+310% +$180K 0.08% 110
2020
Q2 		$55K Buy
+152
New +$57.4K 0.02% 193

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

Carolinas Wealth Consulting's LMT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 745 shares — an estimated $333K sold.

Carolinas Wealth Consulting first reported a position in LMT in Q2 2020 and held it in 20 quarters. The position peaked at $486K in Q1 2023. 2,609 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 745 Lockheed Martin shares in Q2 2025, an estimated $333K.
  • Carolinas Wealth Consulting first reported a position in Lockheed Martin in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Lockheed Martin position peaked at $486K in Q1 2023.
  • 2,609 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.