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Stonebridge Financial Group (Pennsylvania)’s Lockheed Martin LMT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-295
Closed -$132K – 614
2025
Q1 		$132K Sell
295
-7
-2% -$3.22K 0.01% 262
2024
Q4 		$147K Buy
+302
New +$165K 0.02% 251

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

Stonebridge Financial Group (Pennsylvania)'s LMT Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 295 shares — an estimated $132K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in LMT in Q4 2024 and held it in 2 quarters. The position peaked at $147K in Q4 2024. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 295 Lockheed Martin shares in Q2 2025, an estimated $132K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Lockheed Martin in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Lockheed Martin position peaked at $147K in Q4 2024.
  • 2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.