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Copperwynd Financial’s Lockheed Martin LMT Stock Holding History

Copperwynd Financial’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 		$212K Buy
457
+8
+2% +$3.75K 0.05% 152
2025
Q1 		$200K Hold
449
– – 0.06% 143
2024
Q4 		$218K Sell
449
-103
-19% -$56.1K 0.06% 130
2024
Q3 		$323K Buy
552
+3
+0.5% +$1.61K 0.1% 113
2024
Q2 		$297K Buy
549
+100
+22% +$46.2K 0.1% 113
2024
Q1 		$204K Hold
449
– – 0.07% 137
2023
Q4 		$203K Buy
+449
New +$199K 0.08% 132
2023
Q3 		– Sell
-453
Closed -$209K – 139
2023
Q2 		$209K Sell
453
-68
-13% -$31.6K 0.1% 125
2023
Q1 		$246K Sell
521
-36
-6% -$16.9K 0.13% 117
2022
Q4 		$271K Buy
557
+37
+7% +$17.2K 0.15% 112
2022
Q3 		$201K Buy
520
+13
+3% +$5.43K 0.12% 115
2022
Q2 		$218K Sell
507
-11
-2% -$4.83K 0.13% 113
2022
Q1 		$229K Buy
+518
New +$210K 0.09% 114
2021
Q4 		– Sell
-1,194
Closed -$412K – 122
2021
Q3 		$412K Buy
1,194
+160
+15% +$57.9K 0.17% 107
2021
Q2 		$391K Hold
1,034
– – 0.17% 108
2021
Q1 		$382K Hold
1,034
– – 0.17% 107
2020
Q4 		$367K Hold
1,034
– – 0.18% 97
2020
Q3 		$396K Hold
1,034
– – 0.21% 80
2020
Q2 		$377K Sell
1,034
-15
-1% -$5.67K 0.22% 77
2020
Q1 		$356K Sell
1,049
-285
-21% -$112K 0.17% 63
2019
Q4 		$519K Hold
1,334
– – 0.28% 80
2019
Q3 		$505K Buy
1,334
+200
+18% +$75.2K 0.29% 76
2019
Q2 		$412K Hold
1,134
– – 0.24% 81
2019
Q1 		$340K Sell
1,134
-200
-15% -$58.7K 0.2% 90
2018
Q4 		$349K Hold
1,334
– – 0.22% 61
2018
Q3 		$462K Sell
1,334
-200
-13% -$64.5K 0.28% 52
2018
Q2 		$453K Hold
1,534
– – 0.32% 43
2018
Q1 		$518K Hold
1,534
– – 0.36% 35
2017
Q4 		$492K Buy
+1,534
New +$484K 0.36% 35

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

Copperwynd Financial's LMT Position: Q2 2025 in Review

Copperwynd Financial increased its Lockheed Martin (LMT) stake by 1.8% in Q2 2025, buying an estimated $3.75K and bringing the position to 457 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #152.

Copperwynd Financial first reported a position in LMT in Q4 2017 and has held it in 29 quarters since. The position peaked at $519K in Q4 2019. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Copperwynd Financial held 457 shares of Lockheed Martin worth $212K as of Q2 2025.
  • Copperwynd Financial bought 8 Lockheed Martin shares in Q2 2025, an estimated $3.75K.
  • Lockheed Martin made up 0.05% of Copperwynd Financial's portfolio in Q2 2025, its #152 holding.
  • Copperwynd Financial first reported a position in Lockheed Martin in Q4 2017 and has held it in 29 quarters since.
  • Copperwynd Financial's Lockheed Martin position peaked at $519K in Q4 2019.
  • 2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.