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Marcum Wealth’s Lockheed Martin LMT Stock Holding History

Marcum Wealth’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 		$748K Sell
1,676
-205
-11% -$94.4K 0.06% 145
2024
Q4 		$914K Buy
1,881
+33
+2% +$18K 0.08% 124
2024
Q3 		$1.08M Buy
1,848
+41
+2% +$22K 0.1% 100
2024
Q2 		$844K Sell
1,807
-217
-11% -$100K 0.08% 122
2024
Q1 		$921K Buy
2,024
+63
+3% +$27.6K 0.09% 110
2023
Q4 		$889K Sell
1,961
-303
-13% -$134K 0.09% 107
2023
Q3 		$926K Sell
2,264
-112
-5% -$49.7K 0.11% 94
2023
Q2 		$1.09M Sell
2,376
-103
-4% -$47.8K 0.13% 85
2023
Q1 		$1.17M Sell
2,479
-239
-9% -$112K 0.15% 77
2022
Q4 		$1.32M Sell
2,718
-223
-8% -$104K 0.18% 64
2022
Q3 		$1.14M Buy
2,941
+254
+9% +$106K 0.17% 69
2022
Q2 		$1.16M Buy
2,687
+474
+21% +$208K 0.17% 76
2022
Q1 		$977K Sell
2,213
-260
-11% -$105K 0.13% 97
2021
Q4 		$879K Buy
2,473
+126
+5% +$43.6K 0.12% 111
2021
Q3 		$810K Sell
2,347
-673
-22% -$244K 0.13% 114
2021
Q2 		$1.14M Buy
3,020
+70
+2% +$26.9K 0.19% 76
2021
Q1 		$1.09M Buy
2,950
+1,283
+77% +$440K 0.18% 78
2020
Q4 		$592K Buy
1,667
+459
+38% +$169K 0.14% 56
2020
Q3 		$463K Sell
1,208
-70
-5% -$26.7K 0.14% 52
2020
Q2 		$466K Buy
1,278
+28
+2% +$10.6K 0.14% 58
2020
Q1 		$424K Hold
1,250
– – 0.16% 43
2019
Q4 		$487K Buy
+1,250
New +$480K 0.18% 48

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

Marcum Wealth's LMT Position: Q1 2025 in Review

Marcum Wealth reduced its Lockheed Martin (LMT) stake by 11% in Q1 2025, selling an estimated $94.4K and leaving 1,676 shares worth $748K. The position accounts for 0.06% of the portfolio, ranked #145.

Marcum Wealth first reported a position in LMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2022. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Marcum Wealth held 1,676 shares of Lockheed Martin worth $748K as of Q1 2025.
  • Marcum Wealth sold 205 Lockheed Martin shares in Q1 2025, an estimated $94.4K.
  • Lockheed Martin made up 0.06% of Marcum Wealth's portfolio in Q1 2025, its #145 holding.
  • Marcum Wealth first reported a position in Lockheed Martin in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Lockheed Martin position peaked at $1.32M in Q4 2022.
  • 2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.