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Park Square Financial Group’s Lockheed Martin LMT Stock Holding History

Park Square 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
Q3 		– Sell
-190
Closed -$88K – 663
2025
Q2 		$88K Hold
190
– – 0.06% 217
2025
Q1 		$84.9K Sell
190
-117
-38% -$53.9K 0.07% 200
2024
Q4 		$149K Buy
+307
New +$167K 0.1% 125

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Park Square Financial Group's LMT Position: Q3 2025 in Review

Park Square Financial Group sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 190 shares — an estimated $88K sold.

Park Square Financial Group first reported a position in LMT in Q4 2024 and held it in 3 quarters. The position peaked at $149K in Q4 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Park Square Financial Group reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 190 Lockheed Martin shares in Q3 2025, an estimated $88K.
  • Park Square Financial Group first reported a position in Lockheed Martin in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Lockheed Martin position peaked at $149K in Q4 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.