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Transform Wealth’s Lockheed Martin LMT Stock Holding History

Transform Wealth’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 		$220K Sell
491
-40
-8% -$18.4K 0.01% 234
2024
Q4 		$258K Sell
531
-28
-5% -$15.3K 0.01% 232
2024
Q3 		$327K Buy
+559
New +$300K 0.02% 177
2024
Q1 		– Sell
-664
Closed -$301K – 237
2023
Q4 		$301K Buy
664
+26
+4% +$11.5K 0.03% 207
2023
Q3 		$261K Sell
638
-230
-26% -$102K 0.03% 214
2023
Q2 		$399K Sell
868
-112
-11% -$52K 0.04% 194
2023
Q1 		$463K Sell
980
-30
-3% -$14.1K 0.04% 174
2022
Q4 		$491K Sell
1,010
-15
-1% -$6.97K 0.06% 149
2022
Q3 		$396K Sell
1,025
-332
-24% -$139K 0.05% 138
2022
Q2 		$583K Sell
1,357
-45
-3% -$19.8K 0.09% 116
2022
Q1 		$619K Buy
1,402
+32
+2% +$13K 0.07% 140
2021
Q4 		$487K Sell
1,370
-158
-10% -$54.6K 0.05% 160
2021
Q3 		$527K Sell
1,528
-230
-13% -$83.2K 0.06% 158
2021
Q2 		$665K Buy
1,758
+90
+5% +$34.6K 0.08% 155
2021
Q1 		$616K Buy
1,668
+98
+6% +$33.6K 0.12% 134
2020
Q4 		$557K Sell
1,570
-3,349
-68% -$1.23M 0.12% 140
2020
Q3 		$1.89M Buy
4,919
+9
+0.2% +$3.44K 0.3% 81
2020
Q2 		$1.79M Sell
4,910
-1,785
-27% -$674K 0.31% 80
2020
Q1 		$2.27M Buy
6,695
+55
+0.8% +$21.6K 0.48% 73
2019
Q4 		$2.59M Buy
6,640
+5,206
+363% +$2M 0.41% 80
2019
Q3 		$559K Sell
1,434
-1,264
-47% -$475K 0.1% 142
2019
Q2 		$981K Buy
+2,698
New +$903K 0.14% 136

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

Transform Wealth's LMT Position: Q1 2025 in Review

Transform Wealth reduced its Lockheed Martin (LMT) stake by 7.5% in Q1 2025, selling an estimated $18.4K and leaving 491 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #234.

Transform Wealth first reported a position in LMT in Q2 2019 and has held it in 22 quarters since. The position peaked at $2.59M in Q4 2019. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Transform Wealth held 491 shares of Lockheed Martin worth $220K as of Q1 2025.
  • Transform Wealth sold 40 Lockheed Martin shares in Q1 2025, an estimated $18.4K.
  • Lockheed Martin made up 0.01% of Transform Wealth's portfolio in Q1 2025, its #234 holding.
  • Transform Wealth first reported a position in Lockheed Martin in Q2 2019 and has held it in 22 quarters since.
  • Transform Wealth's Lockheed Martin position peaked at $2.59M in Q4 2019.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.