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Strategic Financial Concepts’s Lockheed Martin LMT Stock Holding History

Strategic Financial Concepts’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
-537
Closed -$240K – 333
2025
Q1 		$240K Buy
537
+58
+12% +$26.7K 0.05% 280
2024
Q4 		$233K Buy
+479
New +$261K 0.04% 293
2024
Q3 		– Sell
-132,278
Closed -$81K – 506
2024
Q2 		$81K Buy
132,278
+131,798
+27,458% +$60.9M 0.05% 200
2024
Q1 		$219K Buy
+480
New +$210K 0.05% 278

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

Strategic Financial Concepts's LMT Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 537 shares — an estimated $240K sold.

Strategic Financial Concepts first reported a position in LMT in Q1 2024 and held it in 4 quarters. The position peaked at $240K in Q1 2025. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 537 Lockheed Martin shares in Q2 2025, an estimated $240K.
  • Strategic Financial Concepts first reported a position in Lockheed Martin in Q1 2024 and held it in 4 quarters.
  • Strategic Financial Concepts's Lockheed Martin position peaked at $240K in Q1 2025.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.