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Financial Partners Group (Tennessee)’s Lockheed Martin LMT Stock Holding History

Financial Partners Group (Tennessee)’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 		$8.16M Sell
17,616
-1,417
-7% -$663K 2.95% 15
2025
Q1 		$8.5M Sell
19,033
-1,066
-5% -$491K 3.69% 9
2024
Q4 		$9.77M Buy
20,099
+301
+2% +$164K 4.06% 7
2024
Q3 		$11.6M Buy
19,798
+1,472
+8% +$790K 4.34% 4
2024
Q2 		$8.56M Buy
18,326
+362
+2% +$167K 3.32% 11
2024
Q1 		$8.17M Sell
17,964
-32
-0.2% -$14K 3.16% 11
2023
Q4 		$8.16M Sell
17,996
-56
-0.3% -$24.8K 3.69% 8
2023
Q3 		$7.38M Buy
18,052
+23
+0.1% +$10.2K 3.54% 8
2023
Q2 		$8.3M Sell
18,029
-26
-0.1% -$12.1K 4.18% 7
2023
Q1 		$8.54M Buy
18,055
+71
+0.4% +$33.3K 4.47% 5
2022
Q4 		$8.75M Buy
+17,984
New +$8.36M 5.17% 3

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

Financial Partners Group (Tennessee)'s LMT Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Lockheed Martin (LMT) stake by 7.4% in Q2 2025, selling an estimated $663K and leaving 17,616 shares worth $8.16M. The position accounts for 2.95% of the portfolio, ranked #15.

Financial Partners Group (Tennessee) first reported a position in LMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $11.6M in Q3 2024. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Financial Partners Group (Tennessee) held 17,616 shares of Lockheed Martin worth $8.16M as of Q2 2025.
  • Financial Partners Group (Tennessee) sold 1,417 Lockheed Martin shares in Q2 2025, an estimated $663K.
  • Lockheed Martin made up 2.95% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #15 holding.
  • Financial Partners Group (Tennessee) first reported a position in Lockheed Martin in Q4 2022 and has held it in 11 quarters since.
  • Financial Partners Group (Tennessee)'s Lockheed Martin position peaked at $11.6M in Q3 2024.
  • 2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.