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Congress Wealth Management’s Lockheed Martin LMT Stock Holding History

Congress 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 		$5.14M Sell
11,093
-309
-3% -$145K 0.05% 376
2025
Q1 		$5.09M Buy
11,402
+1,413
+14% +$650K 0.06% 329
2024
Q4 		$4.85M Buy
9,989
+2,597
+35% +$1.42M 0.07% 284
2024
Q3 		$4.32M Buy
7,392
+6,473
+704% +$3.48M 0.06% 316
2024
Q2 		$430K Sell
919
-1,561
-63% -$721K 0.01% 555
2024
Q1 		$1.13M Sell
2,480
-1,686
-40% -$739K 0.02% 365
2023
Q4 		$1.89M Buy
4,166
+3,157
+313% +$1.4M 0.03% 319
2023
Q3 		$413K Buy
1,009
+274
+37% +$122K 0.01% 480
2023
Q2 		$338K Buy
735
+36
+5% +$16.7K 0.01% 469
2023
Q1 		$331K Buy
699
+49
+8% +$23K 0.01% 474
2022
Q4 		$316K Sell
650
-15
-2% -$6.97K 0.01% 467
2022
Q3 		$257K Sell
665
-154
-19% -$64.3K 0.01% 490
2022
Q2 		$351K Sell
819
-14
-2% -$6.15K 0.01% 451
2022
Q1 		$367K Sell
833
-1,433
-63% -$581K 0.01% 479
2021
Q4 		$805K Buy
+2,266
New +$784K 0.02% 400

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

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

Congress Wealth Management reduced its Lockheed Martin (LMT) stake by 2.7% in Q2 2025, selling an estimated $145K and leaving 11,093 shares worth $5.14M. The position accounts for 0.05% of the portfolio, ranked #376.

Congress Wealth Management first reported a position in LMT in Q4 2021 and has held it in 15 quarters since. 2,609 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Congress Wealth Management held 11,093 shares of Lockheed Martin worth $5.14M as of Q2 2025.
  • Congress Wealth Management sold 309 Lockheed Martin shares in Q2 2025, an estimated $145K.
  • Lockheed Martin made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #376 holding.
  • Congress Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 15 quarters since.
  • 2,609 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.