NCFG
LMT icon

New Century Financial Group’s Lockheed Martin LMT Stock Holding History

New Century 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
-1,056
Closed -$509K – 240
2024
Q4 		$509K Sell
1,056
-381
-27% -$208K 0.22% 129
2024
Q3 		$840K Buy
1,437
+179
+14% +$96.1K 0.31% 95
2024
Q2 		$588K Buy
1,258
+808
+180% +$373K 0.25% 120
2024
Q1 		$205K Buy
+450
New +$197K 0.14% 175

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

New Century Financial Group's LMT Position: Q1 2025 in Review

New Century Financial Group sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 1,056 shares — an estimated $509K sold.

New Century Financial Group first reported a position in LMT in Q1 2024 and held it in 4 quarters. The position peaked at $840K in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • New Century Financial Group reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 1,056 Lockheed Martin shares in Q1 2025, an estimated $509K.
  • New Century Financial Group first reported a position in Lockheed Martin in Q1 2024 and held it in 4 quarters.
  • New Century Financial Group's Lockheed Martin position peaked at $840K in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.