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Centricity Wealth Management’s Lockheed Martin LMT Stock Holding History

Centricity Wealth Management’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 		$161K Hold
348
– – 0.13% 88
2025
Q1 		$155K Hold
348
– – 0.14% 87
2024
Q4 		$169K Buy
+348
New +$190K 0.16% 85

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

Centricity Wealth Management's LMT Position: Q2 2025 in Review

Centricity Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2025 at 348 shares worth $161K. The position accounts for 0.13% of the portfolio, ranked #88.

Centricity Wealth Management first reported a position in LMT in Q4 2024 and has held it in 3 quarters since. The position peaked at $169K in Q4 2024. 2,609 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Centricity Wealth Management held 348 shares of Lockheed Martin worth $161K as of Q2 2025.
  • Centricity Wealth Management left its Lockheed Martin share count unchanged in Q2 2025.
  • Lockheed Martin made up 0.13% of Centricity Wealth Management's portfolio in Q2 2025, its #88 holding.
  • Centricity Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Lockheed Martin position peaked at $169K in Q4 2024.
  • 2,609 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.