PFA
LMT icon

Peak Financial Advisors’s Lockheed Martin LMT Stock Holding History

Peak Financial Advisors’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 		– Sell
-6,567
Closed -$2.93M – 100
2025
Q1 		$2.93M Buy
6,567
+3,366
+105% +$1.55M 1.49% 23
2024
Q4 		$1.56M Buy
+3,201
New +$1.74M 0.81% 35
2024
Q1 		– Sell
-5,176
Closed -$2.35M – 77
2023
Q4 		$2.35M Buy
+5,176
New +$2.29M 1.57% 29

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

Peak Financial Advisors's LMT Position: Q2 2025 in Review

Peak Financial Advisors sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 6,567 shares — an estimated $2.93M sold.

Peak Financial Advisors first reported a position in LMT in Q4 2023 and held it in 3 quarters. The position peaked at $2.93M in Q1 2025. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Peak Financial Advisors reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 6,567 Lockheed Martin shares in Q2 2025, an estimated $2.93M.
  • Peak Financial Advisors first reported a position in Lockheed Martin in Q4 2023 and held it in 3 quarters.
  • Peak Financial Advisors's Lockheed Martin position peaked at $2.93M in Q1 2025.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.