MADFP
LMT icon

Michael A Dubis Financial Planning’s Lockheed Martin LMT Stock Holding History

Michael A Dubis Financial Planning’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 		$893K Hold
2,000
– – 0.87% 23
2024
Q4 		$972K Buy
+2,000
New +$1.09M 0.94% 21

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Michael A Dubis Financial Planning's LMT Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Lockheed Martin (LMT) position steady in Q1 2025 at 2,000 shares worth $893K. The position accounts for 0.87% of the portfolio, ranked #23.

Michael A Dubis Financial Planning first reported a position in LMT in Q4 2024 and has held it in 2 quarters since. The position peaked at $972K in Q4 2024. 2,569 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Michael A Dubis Financial Planning held 2,000 shares of Lockheed Martin worth $893K as of Q1 2025.
  • Michael A Dubis Financial Planning left its Lockheed Martin share count unchanged in Q1 2025.
  • Lockheed Martin made up 0.87% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #23 holding.
  • Michael A Dubis Financial Planning first reported a position in Lockheed Martin in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's Lockheed Martin position peaked at $972K in Q4 2024.
  • 2,569 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.