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Retirement Guys Formula’s Lockheed Martin LMT Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-2,859
Closed -$1.39M – 155
2024
Q4 		$1.39M Buy
2,859
+20
+0.7% +$10.9K 0.7% 48
2024
Q3 		$1.66M Buy
2,839
+44
+2% +$23.6K 0.77% 37
2024
Q2 		$1.31M Sell
2,795
-3
-0.1% -$1.39K 0.63% 56
2024
Q1 		$1.27M Buy
2,798
+624
+29% +$273K 0.62% 50
2023
Q4 		$985K Buy
2,174
+156
+8% +$69.1K 0.53% 58
2023
Q3 		$825K Buy
2,018
+604
+43% +$268K 0.57% 52
2023
Q2 		$651K Buy
1,414
+171
+14% +$79.4K 0.38% 68
2023
Q1 		$588K Buy
1,243
+64
+5% +$30K 0.42% 60
2022
Q4 		$574K Buy
1,179
+169
+17% +$78.5K 0.47% 59
2022
Q3 		$390K Buy
+1,010
New +$422K 0.41% 66

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Guys Formula's LMT Position: Q1 2025 in Review

Retirement Guys Formula sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 2,859 shares — an estimated $1.39M sold.

Retirement Guys Formula first reported a position in LMT in Q3 2022 and held it in 10 quarters. The position peaked at $1.66M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Retirement Guys Formula reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 2,859 Lockheed Martin shares in Q1 2025, an estimated $1.39M.
  • Retirement Guys Formula first reported a position in Lockheed Martin in Q3 2022 and held it in 10 quarters.
  • Retirement Guys Formula's Lockheed Martin position peaked at $1.66M in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Retirement Guys Formula's 13F filing for Q1 2025, filed 23 Apr 2025.