CPC
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Consolidated Planning Corp’s Lockheed Martin LMT Stock Holding History

Consolidated Planning Corp’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
-575
Closed -$257K – 193
2025
Q1 		$257K Sell
575
-38
-6% -$17.5K 0.04% 164
2024
Q4 		$298K Buy
613
+31
+5% +$16.9K 0.04% 165
2024
Q3 		$340K Sell
582
-26
-4% -$14K 0.05% 154
2024
Q2 		$284K Buy
608
+1
+0.2% +$462 0.05% 149
2024
Q1 		$276K Sell
607
-45
-7% -$19.7K 0.05% 148
2023
Q4 		$295K Sell
652
-177
-21% -$78.4K 0.06% 123
2023
Q3 		$339K Sell
829
-213
-20% -$94.5K 0.08% 117
2023
Q2 		$480K Buy
1,042
+419
+67% +$194K 0.1% 114
2023
Q1 		$295K Sell
623
-84
-12% -$39.4K 0.08% 100
2022
Q4 		$344K Buy
707
+84
+13% +$39K 0.1% 93
2022
Q3 		$241K Hold
623
– – 0.08% 100
2022
Q2 		$268K Buy
623
+34
+6% +$14.9K 0.08% 102
2022
Q1 		$260K Hold
589
– – 0.18% 45
2021
Q4 		$209K Hold
589
– – 0.13% 62
2021
Q3 		$203K Hold
589
– – 0.13% 62
2021
Q2 		$222K Hold
589
– – 0.16% 50
2021
Q1 		$217K Sell
589
-17
-3% -$5.83K 0.14% 49
2020
Q4 		$215K Buy
606
+17
+3% +$6.25K 0.14% 50
2020
Q3 		$225K Hold
589
– – 0.17% 42
2020
Q2 		$214K Hold
589
– – 0.21% 39
2020
Q1 		$200K Hold
589
– – 0.25% 37
2019
Q4 		$229K Buy
+589
New +$226K 0.23% 39

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Consolidated Planning Corp's LMT Position: Q2 2025 in Review

Consolidated Planning Corp sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 575 shares — an estimated $257K sold.

Consolidated Planning Corp first reported a position in LMT in Q4 2019 and held it in 22 quarters. The position peaked at $480K in Q2 2023. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Consolidated Planning Corp reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 575 Lockheed Martin shares in Q2 2025, an estimated $257K.
  • Consolidated Planning Corp first reported a position in Lockheed Martin in Q4 2019 and held it in 22 quarters.
  • Consolidated Planning Corp's Lockheed Martin position peaked at $480K in Q2 2023.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.