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Mattson Financial Services’s Lockheed Martin LMT Stock Holding History

Mattson Financial Services’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
-57
Closed -$25.5K – 270
2025
Q1 		$25.5K Sell
57
-20
-26% -$9.21K 0.01% 216
2024
Q4 		$45K Buy
77
+20
+35% +$10.9K 0.01% 176
2024
Q3 		$26.6K Hold
57
– – 0.01% 183
2024
Q2 		$26.6K Buy
+57
New +$26.3K 0.01% 183

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

Mattson Financial Services's LMT Position: Q2 2025 in Review

Mattson Financial Services sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 57 shares — an estimated $25.5K sold.

Mattson Financial Services first reported a position in LMT in Q2 2024 and held it in 4 quarters. The position peaked at $45K in Q4 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Mattson Financial Services reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 57 Lockheed Martin shares in Q2 2025, an estimated $25.5K.
  • Mattson Financial Services first reported a position in Lockheed Martin in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's Lockheed Martin position peaked at $45K in Q4 2024.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.