Mayfair Advisory Group’s Lockheed Martin LMT Stock Holding History

Mayfair Advisory Group’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	-445	Closed	-$216K	–	161
2024 Q4	$216K	Hold	445	–	–	0.13%	146
2024 Q3	$269K	Sell	445 -8	-2%	-$4.29K	0.17%	116
2024 Q2	$210K	Buy	453 +3	+0.7%	+$1.39K	0.14%	133
2024 Q1	$205K	Sell	450 -159	-26%	-$69.7K	0.15%	135
2023 Q4	$278K	Sell	609 -1	-0.2%	-$443	0.24%	90
2023 Q3	$265K	Hold	610	–	–	0.26%	91
2023 Q2	$280K	Sell	610 -6	-1%	-$2.79K	0.28%	82
2023 Q1	$300K	Sell	616 -4	-0.6%	-$1.88K	0.33%	79
2022 Q4	$285K	Buy	620 +17	+3%	+$7.9K	0.36%	81
2022 Q3	$241K	Buy	603 +1	+0.2%	+$418	0.34%	88
2022 Q2	$249K	Hold	602	–	–	0.33%	88
2022 Q1	$269K	Buy	+602	New	+$244K	0.34%	71

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

Mayfair Advisory Group's LMT Position: Q1 2025 in Review

Mayfair Advisory Group sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 445 shares — an estimated $216K sold.

Mayfair Advisory Group first reported a position in LMT in Q1 2022 and held it in 12 quarters. The position peaked at $300K in Q1 2023. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Mayfair Advisory Group reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Mayfair Advisory Group sold 445 Lockheed Martin shares in Q1 2025, an estimated $216K.
Mayfair Advisory Group first reported a position in Lockheed Martin in Q1 2022 and held it in 12 quarters.
Mayfair Advisory Group's Lockheed Martin position peaked at $300K in Q1 2023.
2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Mayfair Advisory Group's 13F filing for Q1 2025, filed 18 Apr 2025.