FLP Wealth Management’s Lockheed Martin LMT Stock Holding History

FLP Wealth Management’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	-9	Closed	-$4.5K	–	288
2024 Q4	$4.5K	Buy	+9	New	+$4.91K	0.01%	309

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FLP Wealth Management's LMT Position: Q1 2025 in Review

FLP Wealth Management sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 9 shares — an estimated $4.5K sold.

FLP Wealth Management first reported a position in LMT in Q4 2024 and held it in 1 quarter. The position peaked at $4.5K in Q4 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

FLP Wealth Management reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 9 Lockheed Martin shares in Q1 2025, an estimated $4.5K.
FLP Wealth Management first reported a position in Lockheed Martin in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Lockheed Martin position peaked at $4.5K in Q4 2024.
2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.