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Fulcrum Equity Management’s Lockheed Martin LMT Stock Holding History

Fulcrum Equity 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
-531
Closed -$258K – 112
2024
Q4 		$258K Sell
531
-369
-41% -$201K 0.26% 90
2024
Q3 		$526K Buy
900
+40
+5% +$21.5K 0.44% 74
2024
Q2 		$402K Buy
860
+203
+31% +$93.8K 0.36% 85
2024
Q1 		$299K Sell
657
-22
-3% -$9.64K 0.35% 88
2023
Q4 		$308K Sell
679
-77
-10% -$34.1K 0.38% 74
2023
Q3 		$309K Hold
756
– – 0.36% 69
2023
Q2 		$348K Buy
756
+310
+70% +$144K 0.4% 65
2023
Q1 		$211K Buy
+446
New +$209K 0.2% 87
2022
Q1 		– Sell
-595
Closed -$211K – 164
2021
Q4 		$211K Sell
595
-14
-2% -$4.84K 0.08% 167
2021
Q3 		$210K Buy
609
+13
+2% +$4.71K 0.08% 171
2021
Q2 		$225K Buy
596
+46
+8% +$17.7K 0.08% 170
2021
Q1 		$203K Buy
+550
New +$189K 0.08% 171
2020
Q4 		– Sell
-609
Closed -$233K – 167
2020
Q3 		$233K Sell
609
-519
-46% -$198K 0.11% 133
2020
Q2 		$411K Buy
1,128
+183
+19% +$69.1K 0.19% 93
2020
Q1 		$320K Sell
945
-227
-19% -$89.3K 0.23% 30
2019
Q4 		$456K Sell
1,172
-16
-1% -$6.14K 0.24% 64
2019
Q3 		$464K Buy
1,188
+32
+3% +$12K 0.24% 49
2019
Q2 		$436K Buy
1,156
+278
+32% +$93K 0.21% 53
2019
Q1 		$264K Buy
878
+11
+1% +$3.23K 0.09% 88
2018
Q4 		$227K Buy
+867
New +$263K 0.08% 73

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

Fulcrum Equity Management's LMT Position: Q1 2025 in Review

Fulcrum Equity Management sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 531 shares — an estimated $258K sold.

Fulcrum Equity Management first reported a position in LMT in Q4 2018 and held it in 20 quarters. The position peaked at $526K in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Fulcrum Equity Management reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 531 Lockheed Martin shares in Q1 2025, an estimated $258K.
  • Fulcrum Equity Management first reported a position in Lockheed Martin in Q4 2018 and held it in 20 quarters.
  • Fulcrum Equity Management's Lockheed Martin position peaked at $526K in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Fulcrum Equity Management's 13F filing for Q1 2025, filed 1 May 2025.