Verde Capital Management’s Lockheed Martin LMT Stock Holding History

Verde Capital Management’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	-505	Closed	-$226K	–	68
2025 Q1	$226K	Sell	505 -636	-56%	-$293K	0.06%	62
2024 Q4	$555K	Sell	1,141 -429	-27%	-$234K	0.16%	49
2024 Q3	$918K	Buy	1,570 +301	+24%	+$162K	0.28%	42
2024 Q2	$593K	Buy	1,269 +395	+45%	+$183K	0.19%	38
2024 Q1	$398K	Buy	874 +327	+60%	+$143K	0.14%	34
2023 Q4	$248K	Sell	547 -118	-18%	-$52.3K	0.09%	38
2023 Q3	$272K	Buy	+665	New	+$295K	0.11%	37
2023 Q1	–	Sell	-843	Closed	-$410K	–	40
2022 Q4	$410K	Buy	+843	New	+$392K	0.2%	38

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Verde Capital Management's LMT Position: Q2 2025 in Review

Verde Capital Management sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 505 shares — an estimated $226K sold.

Verde Capital Management first reported a position in LMT in Q4 2022 and held it in 8 quarters. The position peaked at $918K in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Verde Capital Management reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
Verde Capital Management sold 505 Lockheed Martin shares in Q2 2025, an estimated $226K.
Verde Capital Management first reported a position in Lockheed Martin in Q4 2022 and held it in 8 quarters.
Verde Capital Management's Lockheed Martin position peaked at $918K in Q3 2024.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Verde Capital Management's 13F filing for Q2 2025, filed 7 Jul 2025.