Fermata Advisors’s Lockheed Martin LMT Stock Holding History

Fermata 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 Q2	–	Sell	-929	Closed	-$415K	–	257
2025 Q1	$415K	Buy	+929	New	+$428K	0.08%	180
2022 Q2	–	Sell	-537	Closed	-$239K	–	181
2022 Q1	$239K	Buy	+537	New	+$218K	0.09%	148
2021 Q4	–	Sell	-638	Closed	-$221K	–	189
2021 Q3	$221K	Sell	638 -17	-3%	-$6.15K	0.1%	161
2021 Q2	$249K	Buy	+655	New	+$252K	0.14%	122

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fermata Advisors's LMT Position: Q2 2025 in Review

Fermata Advisors sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 929 shares — an estimated $415K sold.

Fermata Advisors first reported a position in LMT in Q2 2021 and held it in 4 quarters. The position peaked at $415K in Q1 2025. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Fermata Advisors reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
Fermata Advisors sold 929 Lockheed Martin shares in Q2 2025, an estimated $415K.
Fermata Advisors first reported a position in Lockheed Martin in Q2 2021 and held it in 4 quarters.
Fermata Advisors's Lockheed Martin position peaked at $415K in Q1 2025.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.