Menard Financial Group’s Lockheed Martin LMT Stock Holding History

Menard Financial 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	-5	Closed	-$2.43K	–	217
2024 Q4	$2.43K	Buy	+5	New	+$2.73K	﹤0.01%	275
2023 Q3	–	Sell	-576	Closed	-$265K	–	77
2023 Q2	$265K	Sell	576 -89	-13%	-$41.3K	0.55%	47
2023 Q1	$314K	Sell	665 -77	-10%	-$36.1K	0.73%	38
2022 Q4	$361K	Buy	742 +38	+5%	+$17.7K	0.86%	32
2022 Q3	$272K	Buy	704 +21	+3%	+$8.77K	0.49%	60
2022 Q2	$294K	Sell	683 -248	-27%	-$109K	0.48%	63
2022 Q1	$411K	Buy	931 +24	+3%	+$9.73K	0.41%	84
2021 Q4	$322K	Buy	+907	New	+$314K	0.26%	106
2020 Q4	–	Sell	-725	Closed	-$278K	–	149
2020 Q3	$278K	Buy	+725	New	+$277K	0.32%	90
2020 Q1	–	Sell	-992	Closed	-$386K	–	79
2019 Q4	$386K	Buy	+992	New	+$381K	0.37%	97

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

Menard Financial Group's LMT Position: Q1 2025 in Review

Menard Financial Group sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 5 shares — an estimated $2.43K sold.

Menard Financial Group first reported a position in LMT in Q4 2019 and held it in 10 quarters. The position peaked at $411K in Q1 2022. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Menard Financial Group reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 5 Lockheed Martin shares in Q1 2025, an estimated $2.43K.
Menard Financial Group first reported a position in Lockheed Martin in Q4 2019 and held it in 10 quarters.
Menard Financial Group's Lockheed Martin position peaked at $411K in Q1 2022.
2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.