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Heck Capital Advisors’s Lockheed Martin LMT Stock Holding History

Heck Capital 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
-67
Closed -$29.9K – 228
2025
Q1 		$29.9K Hold
67
– – ﹤0.01% 179
2024
Q4 		$32.6K Hold
67
– – ﹤0.01% 172
2024
Q3 		$39.2K Hold
67
– – ﹤0.01% 164
2024
Q2 		$31.3K Hold
67
– – ﹤0.01% 166
2024
Q1 		$30.5K Hold
67
– – ﹤0.01% 165
2023
Q4 		$30.4K Buy
67
+32
+91% +$14.2K 0.01% 157
2023
Q3 		$14.3K Buy
+35
New +$15.5K ﹤0.01% 170
2021
Q1 		– Sell
-766
Closed -$272K – 116
2020
Q4 		$272K Sell
766
-1
-0.1% -$368 0.07% 93
2020
Q3 		$294K Buy
767
+58
+8% +$22.1K 0.08% 78
2020
Q2 		$259K Buy
709
+169
+31% +$63.8K 0.05% 86
2020
Q1 		$183K Sell
540
-15
-3% -$5.9K 0.05% 77
2019
Q4 		$216K Buy
555
+16
+3% +$6.14K 0.05% 86
2019
Q3 		$210K Buy
539
+21
+4% +$7.9K 0.06% 82
2019
Q2 		$188K Buy
518
+25
+5% +$8.36K 0.05% 81
2019
Q1 		$148K Buy
493
+18
+4% +$5.28K 0.04% 84
2018
Q4 		$124K Buy
+475
New +$144K 0.05% 86

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

Heck Capital Advisors's LMT Position: Q2 2025 in Review

Heck Capital Advisors sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 67 shares — an estimated $29.9K sold.

Heck Capital Advisors first reported a position in LMT in Q4 2018 and held it in 16 quarters. The position peaked at $294K in Q3 2020. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Heck Capital Advisors reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 67 Lockheed Martin shares in Q2 2025, an estimated $29.9K.
  • Heck Capital Advisors first reported a position in Lockheed Martin in Q4 2018 and held it in 16 quarters.
  • Heck Capital Advisors's Lockheed Martin position peaked at $294K in Q3 2020.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.