CIG
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CCM Investment Group’s Lockheed Martin LMT Stock Holding History

CCM Investment Group’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 		$5.44M Buy
12,327
+1,767
+17% +$813K 0.58% 33
2024
Q4 		$5.1M Buy
+10,560
New +$5.76M 0.56% 31

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

CCM Investment Group's LMT Position: Q1 2025 in Review

CCM Investment Group increased its Lockheed Martin (LMT) stake by 17% in Q1 2025, buying an estimated $813K and bringing the position to 12,327 shares worth $5.44M. The position accounts for 0.58% of the portfolio, ranked #33.

CCM Investment Group first reported a position in LMT in Q4 2024 and has held it in 2 quarters since. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • CCM Investment Group held 12,327 shares of Lockheed Martin worth $5.44M as of Q1 2025.
  • CCM Investment Group bought 1,767 Lockheed Martin shares in Q1 2025, an estimated $813K.
  • Lockheed Martin made up 0.58% of CCM Investment Group's portfolio in Q1 2025, its #33 holding.
  • CCM Investment Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 2 quarters since.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.