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Northeast Financial Consultants’s Lockheed Martin LMT Stock Holding History

Northeast Financial Consultants’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 		$766K Hold
1,655
– – 0.03% 175
2025
Q1 		$739K Hold
1,655
– – 0.03% 169
2024
Q4 		$804K Hold
1,655
– – 0.03% 166
2024
Q3 		$967K Buy
1,655
+5
+0.3% +$2.68K 0.04% 158
2024
Q2 		$771K Hold
1,650
– – 0.04% 160
2024
Q1 		$751K Sell
1,650
-208
-11% -$91.2K 0.04% 161
2023
Q4 		$842K Sell
1,858
-1,689
-48% -$748K 0.05% 154
2023
Q3 		$1.45M Hold
3,547
– – 0.09% 115
2023
Q2 		$1.63M Buy
3,547
+450
+15% +$209K 0.1% 110
2023
Q1 		$1.46M Sell
3,097
-53
-2% -$24.9K 0.09% 114
2022
Q4 		$1.53M Buy
3,150
+1,249
+66% +$580K 0.1% 109
2022
Q3 		$734K Buy
1,901
+472
+33% +$197K 0.05% 159
2022
Q2 		$614K Buy
1,429
+203
+17% +$89.1K 0.04% 170
2022
Q1 		$541K Buy
1,226
+26
+2% +$10.5K 0.03% 216
2021
Q4 		$426K Sell
1,200
-198
-14% -$68.5K 0.03% 237
2021
Q3 		$482K Sell
1,398
-1,750
-56% -$633K 0.03% 230
2021
Q2 		$1.19M Hold
3,148
– – 0.08% 146
2021
Q1 		$1.16M Sell
3,148
-238
-7% -$81.7K 0.09% 135
2020
Q4 		$1.2M Buy
3,386
+33
+1% +$12.1K 0.1% 119
2020
Q3 		$1.28M Hold
3,353
– – 0.12% 103
2020
Q2 		$1.22M Hold
3,353
– – 0.12% 102
2020
Q1 		$1.14M Hold
3,353
– – 0.13% 100
2019
Q4 		$1.31M Hold
3,353
– – 0.12% 112
2019
Q3 		$1.31M Hold
3,353
– – 0.13% 107
2019
Q2 		$1.22M Sell
3,353
-200
-6% -$66.9K 0.13% 108
2019
Q1 		$1.07M Buy
+3,553
New +$1.04M 0.12% 114
2018
Q4 		– Sell
-1,398
Closed -$483K – 188
2018
Q3 		$483K Buy
1,398
+198
+17% +$63.9K 0.13% 89
2018
Q2 		$354K Hold
1,200
– – 0.11% 104
2018
Q1 		$405K Sell
1,200
-47
-4% -$16K 0.14% 100
2017
Q4 		$400K Buy
1,247
+47
+4% +$14.8K 0.13% 100
2017
Q3 		$372K Buy
+1,200
New +$358K 0.14% 105

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

Northeast Financial Consultants's LMT Position: Q2 2025 in Review

Northeast Financial Consultants held its Lockheed Martin (LMT) position steady in Q2 2025 at 1,655 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #175.

Northeast Financial Consultants first reported a position in LMT in Q3 2017 and has held it in 31 quarters since. The position peaked at $1.63M in Q2 2023. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Northeast Financial Consultants held 1,655 shares of Lockheed Martin worth $766K as of Q2 2025.
  • Northeast Financial Consultants left its Lockheed Martin share count unchanged in Q2 2025.
  • Lockheed Martin made up 0.03% of Northeast Financial Consultants's portfolio in Q2 2025, its #175 holding.
  • Northeast Financial Consultants first reported a position in Lockheed Martin in Q3 2017 and has held it in 31 quarters since.
  • Northeast Financial Consultants's Lockheed Martin position peaked at $1.63M in Q2 2023.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.