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Castleview Partners’s Lockheed Martin LMT Stock Holding History

Castleview Partners’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
Q1 		– Sell
-458
Closed -$221K – 399
2024
Q4 		$221K Buy
458
+5
+1% +$2.73K 0.12% 176
2024
Q3 		$265K Sell
453
-14
-3% -$7.52K 0.15% 145
2024
Q2 		$218K Buy
467
+5
+1% +$2.31K 0.12% 166
2024
Q1 		$210K Buy
462
+156
+51% +$68.4K 0.12% 174
2023
Q4 		$139K Buy
306
+277
+955% +$123K 0.1% 167
2023
Q3 		$11.9K Buy
29
+2
+7% +$887 0.01% 409
2023
Q2 		$12.4K Hold
27
– – 0.01% 406
2023
Q1 		$12.8K Hold
27
– – 0.01% 399
2022
Q4 		$13.1K Buy
27
+5
+23% +$2.32K 0.01% 332
2022
Q3 		$8K Sell
22
-1,953
-99% -$815K 0.01% 408
2022
Q2 		$117K Sell
1,975
-24,684
-93% -$10.8M 0.09% 196
2022
Q1 		$11.8M Sell
26,659
-9,464,565
-100% -$3.84B 7.32% 1
2021
Q4 		$26.7K Buy
+9,491,224
New +$3.28B 0.21% 44
2021
Q2 		$10.1M Buy
+26,694
New +$10.3M 4.43% 2
2018
Q1 		$262K Buy
+775
New +$264K 0.22% 89

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Castleview Partners's LMT Position: Q1 2025 in Review

Castleview Partners sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 458 shares — an estimated $221K sold.

Castleview Partners first reported a position in LMT in Q1 2018 and held it in 15 quarters. The position peaked at $11.8M in Q1 2022. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Castleview Partners reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 458 Lockheed Martin shares in Q1 2025, an estimated $221K.
  • Castleview Partners first reported a position in Lockheed Martin in Q1 2018 and held it in 15 quarters.
  • Castleview Partners's Lockheed Martin position peaked at $11.8M in Q1 2022.
  • 2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.