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USA Financial Formulas’s Lockheed Martin LMT Stock Holding History

USA Financial Formulas’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 		– Sell
-473
Closed -$230K – 335
2024
Q4 		$230K Buy
473
+75
+19% +$40.9K 0.04% 151
2024
Q3 		$233K Buy
+398
New +$214K 0.04% 145
2023
Q4 		– Sell
-7
Closed -$2.86K – 457
2023
Q3 		$2.86K Hold
7
– – ﹤0.01% 305
2023
Q2 		$3.22K Sell
7
-46
-87% -$21.4K 0.01% 252
2023
Q1 		$25.1K Buy
+53
New +$24.9K 0.04% 139
2022
Q3 		$9K Sell
23
-2,253
-99% -$941K 0.01% 116
2022
Q2 		$979K Buy
2,276
+2,270
+37,833% +$997K 1.22% 22
2022
Q1 		$3K Buy
6
+3
+100% +$1.22K ﹤0.01% 205
2021
Q4 		$1K Sell
3
-46
-94% -$15.9K ﹤0.01% 332
2021
Q3 		$17K Buy
49
+46
+1,533% +$16.6K 0.02% 226
2021
Q2 		$1K Hold
3
– – ﹤0.01% 354
2021
Q1 		$1K Sell
3
-9
-75% -$3.09K ﹤0.01% 311
2020
Q4 		$4K Sell
12
-9
-43% -$3.31K ﹤0.01% 208
2020
Q3 		$8K Buy
21
+1
+5% +$382 0.01% 161
2020
Q2 		$7K Buy
20
+4
+25% +$1.51K 0.01% 90
2020
Q1 		$5K Sell
16
-4,796
-100% -$1.89M ﹤0.01% 159
2019
Q4 		$1.87M Buy
4,812
+4,419
+1,124% +$1.7M 0.78% 58
2019
Q3 		$153K Buy
+393
New +$148K 0.06% 151
2018
Q1 		– Sell
-9,791
Closed -$3.14M – 361
2017
Q4 		$3.14M Buy
9,791
+8,888
+984% +$2.8M 0.75% 61
2017
Q3 		$280K Buy
+903
New +$269K 0.07% 229
2015
Q1 		– Sell
-15,086
Closed -$2.9M – 213
2014
Q4 		$2.9M Buy
+15,086
New +$2.8M 1% 17

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

USA Financial Formulas's LMT Position: Q1 2025 in Review

USA Financial Formulas sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 473 shares — an estimated $230K sold.

USA Financial Formulas first reported a position in LMT in Q4 2014 and held it in 21 quarters. The position peaked at $3.14M in Q4 2017. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • USA Financial Formulas reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 473 Lockheed Martin shares in Q1 2025, an estimated $230K.
  • USA Financial Formulas first reported a position in Lockheed Martin in Q4 2014 and held it in 21 quarters.
  • USA Financial Formulas's Lockheed Martin position peaked at $3.14M in Q4 2017.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.