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Elevate Capital Advisors’s Lockheed Martin LMT Stock Holding History

Elevate Capital Advisors’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 		– Sell
-1,639
Closed -$796K – 66
2024
Q4 		$796K Buy
+1,639
New +$893K 0.7% 54

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

Elevate Capital Advisors's LMT Position: Q1 2025 in Review

Elevate Capital Advisors sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 1,639 shares — an estimated $796K sold.

Elevate Capital Advisors first reported a position in LMT in Q4 2024 and held it in 1 quarter. The position peaked at $796K in Q4 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Elevate Capital Advisors reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Elevate Capital Advisors sold 1,639 Lockheed Martin shares in Q1 2025, an estimated $796K.
  • Elevate Capital Advisors first reported a position in Lockheed Martin in Q4 2024 and held it in 1 quarter.
  • Elevate Capital Advisors's Lockheed Martin position peaked at $796K in Q4 2024.
  • 2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Elevate Capital Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.