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Semmax Financial Advisors’s Lockheed Martin LMT Stock Holding History

Semmax 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 		$129K Buy
302
+35
+13% +$16.4K 0.03% 145
2025
Q1 		$126K Buy
267
+93
+53% +$42.8K 0.03% 137
2024
Q4 		$75.6K Sell
174
-597
-77% -$325K 0.02% 145
2024
Q3 		$436K Sell
771
-182
-19% -$97.7K 0.12% 106
2024
Q2 		$533K Sell
953
-3,433
-78% -$1.59M 0.16% 104
2024
Q1 		$2.06M Sell
4,386
-35
-0.8% -$15.3K 0.68% 58
2023
Q4 		$1.89M Sell
4,421
-598
-12% -$265K 0.69% 55
2023
Q3 		$2.23M Buy
+5,019
New +$2.23M 0.89% 46
2022
Q4 		$4.43M Sell
9,907
-6,308
-39% -$2.93M 1.77% 26
2022
Q3 		$7.92M Buy
16,215
+1,168
+8% +$488K 3.36% 5
2022
Q2 		$6.47M Buy
15,047
+1,891
+14% +$830K 2.64% 6
2022
Q1 		$5.81M Buy
13,156
+1,227
+10% +$497K 2.29% 6
2021
Q4 		$4.24M Buy
11,929
+281
+2% +$97.2K 1.57% 18
2021
Q3 		$4.02M Sell
11,648
-827
-7% -$299K 1.39% 19
2021
Q2 		$4.72M Buy
12,475
+2,338
+23% +$899K 1.51% 17
2021
Q1 		$3.75M Buy
+10,137
New +$3.48M 1.33% 21
2020
Q4 		– Sell
-11
Closed -$4K – 261
2020
Q3 		$4K Hold
11
– – ﹤0.01% 183
2020
Q2 		$4K Sell
11
-10
-48% -$3.78K ﹤0.01% 199
2020
Q1 		$7K Buy
21
+1
+5% +$393 ﹤0.01% 169
2019
Q4 		$8K Sell
20
-5
-20% -$1.92K ﹤0.01% 190
2019
Q3 		$10K Buy
25
+5
+25% +$1.88K 0.01% 181
2019
Q2 		$7K Sell
20
-221
-92% -$73.9K ﹤0.01% 205
2019
Q1 		$72K Sell
241
-79
-25% -$23.2K 0.05% 183
2018
Q4 		$84K Buy
+320
New +$97.1K 0.07% 163

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

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

Semmax Financial Advisors increased its Lockheed Martin (LMT) stake by 13% in Q2 2025, buying an estimated $16.4K and bringing the position to 302 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #145.

Semmax Financial Advisors first reported a position in LMT in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.92M in Q3 2022. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Semmax Financial Advisors held 302 shares of Lockheed Martin worth $129K as of Q2 2025.
  • Semmax Financial Advisors bought 35 Lockheed Martin shares in Q2 2025, an estimated $16.4K.
  • Lockheed Martin made up 0.03% of Semmax Financial Advisors's portfolio in Q2 2025, its #145 holding.
  • Semmax Financial Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 24 quarters since.
  • Semmax Financial Advisors's Lockheed Martin position peaked at $7.92M in Q3 2022.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.