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Sunburst Financial Group’s Lockheed Martin LMT Stock Holding History

Sunburst Financial Group’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
Q3 		– Sell
-551
Closed -$255K – 122
2025
Q2 		$255K Sell
551
-20
-4% -$9.36K 0.06% 103
2025
Q1 		$255K Sell
571
-3
-0.5% -$1.38K 0.06% 96
2024
Q4 		$279K Buy
574
+8
+1% +$4.36K 0.07% 91
2024
Q3 		$331K Buy
566
+18
+3% +$9.66K 0.08% 87
2024
Q2 		$256K Sell
548
-65
-11% -$30K 0.07% 94
2024
Q1 		$278K Buy
613
+101
+20% +$44.3K 0.08% 89
2023
Q4 		$232K Hold
512
– – 0.07% 92
2023
Q3 		$209K Buy
512
+32
+7% +$14.2K 0.07% 83
2023
Q2 		$221K Buy
480
+1
+0.2% +$464 0.08% 87
2023
Q1 		$226K Sell
479
-46
-9% -$21.6K 0.08% 85
2022
Q4 		$256K Buy
+525
New +$244K 0.1% 80

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sunburst Financial Group's LMT Position: Q3 2025 in Review

Sunburst Financial Group sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 551 shares — an estimated $255K sold.

Sunburst Financial Group first reported a position in LMT in Q4 2022 and held it in 11 quarters. The position peaked at $331K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Sunburst Financial Group reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Sunburst Financial Group sold 551 Lockheed Martin shares in Q3 2025, an estimated $255K.
  • Sunburst Financial Group first reported a position in Lockheed Martin in Q4 2022 and held it in 11 quarters.
  • Sunburst Financial Group's Lockheed Martin position peaked at $331K in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Sunburst Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.