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Financial Life Planners’s Lockheed Martin LMT Stock Holding History

Financial Life Planners’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
-6
Closed -$2.92K – 244
2024
Q4 		$2.92K Buy
+6
New +$3.27K ﹤0.01% 316

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

Financial Life Planners's LMT Position: Q1 2025 in Review

Financial Life Planners sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 6 shares — an estimated $2.92K sold.

Financial Life Planners first reported a position in LMT in Q4 2024 and held it in 1 quarter. The position peaked at $2.92K in Q4 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Financial Life Planners reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Financial Life Planners sold 6 Lockheed Martin shares in Q1 2025, an estimated $2.92K.
  • Financial Life Planners first reported a position in Lockheed Martin in Q4 2024 and held it in 1 quarter.
  • Financial Life Planners's Lockheed Martin position peaked at $2.92K in Q4 2024.
  • 2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.