PFG Private Wealth Management’s Lockheed Martin LMT Stock Holding History

PFG Private Wealth Management’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	-38	Closed	-$17K	–	162
2025 Q1	$17K	Hold	38	–	–	0.01%	118
2024 Q4	$18.5K	Hold	38	–	–	0.01%	117
2024 Q3	$22.2K	Hold	38	–	–	0.01%	117
2024 Q2	$17.8K	Hold	38	–	–	0.01%	118
2024 Q1	$17.3K	Hold	38	–	–	0.01%	113
2023 Q4	$17.2K	Sell	38 -76	-67%	-$33.7K	0.01%	105
2023 Q3	$46.6K	Sell	114 -188	-62%	-$83.4K	0.03%	91
2023 Q2	$139K	Buy	302 +1	+0.3%	+$464	0.08%	76
2023 Q1	$142K	Buy	301 +7	+2%	+$3.28K	0.09%	66
2022 Q4	$143K	Sell	294 -13	-4%	-$6.04K	0.09%	67
2022 Q3	$119K	Hold	307	–	–	0.08%	68
2022 Q2	$132K	Hold	307	–	–	0.07%	77
2022 Q1	$136K	Buy	307 +273	+803%	+$111K	0.07%	75
2021 Q4	$12K	Hold	34	–	–	0.01%	192
2021 Q3	$12K	Buy	+34	New	+$12.3K	0.01%	187

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PFG Private Wealth Management's LMT Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 38 shares — an estimated $17K sold.

PFG Private Wealth Management first reported a position in LMT in Q3 2021 and held it in 15 quarters. The position peaked at $143K in Q4 2022. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

PFG Private Wealth Management reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 38 Lockheed Martin shares in Q2 2025, an estimated $17K.
PFG Private Wealth Management first reported a position in Lockheed Martin in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Lockheed Martin position peaked at $143K in Q4 2022.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.