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Petros Family Wealth’s Lockheed Martin LMT Stock Holding History

Petros Family Wealth’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
-739
Closed -$330K – 138
2025
Q1 		$330K Sell
739
-70
-9% -$32.2K 0.37% 79
2024
Q4 		$393K Buy
+809
New +$441K 0.42% 65

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

Petros Family Wealth's LMT Position: Q2 2025 in Review

Petros Family Wealth sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 739 shares — an estimated $330K sold.

Petros Family Wealth first reported a position in LMT in Q4 2024 and held it in 2 quarters. The position peaked at $393K in Q4 2024. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Petros Family Wealth reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Petros Family Wealth sold 739 Lockheed Martin shares in Q2 2025, an estimated $330K.
  • Petros Family Wealth first reported a position in Lockheed Martin in Q4 2024 and held it in 2 quarters.
  • Petros Family Wealth's Lockheed Martin position peaked at $393K in Q4 2024.
  • 2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Petros Family Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.