ViaWealth’s Lockheed Martin LMT Stock Holding History

ViaWealth’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	-856	Closed	-$416K	–	152
2024 Q4	$416K	Buy	856 +5	+0.6%	+$2.73K	0.25%	112
2024 Q3	$498K	Buy	851 +4	+0.5%	+$2.15K	0.29%	107
2024 Q2	$396K	Buy	847 +11	+1%	+$5.08K	0.25%	115
2024 Q1	$380K	Buy	836 +14	+2%	+$6.14K	0.24%	121
2023 Q4	$372K	Buy	822 +300	+57%	+$133K	0.26%	119
2023 Q3	$213K	Buy	+522	New	+$232K	0.16%	148

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ViaWealth's LMT Position: Q1 2025 in Review

ViaWealth sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 856 shares — an estimated $416K sold.

ViaWealth first reported a position in LMT in Q3 2023 and held it in 6 quarters. The position peaked at $498K in Q3 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

ViaWealth reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
ViaWealth sold 856 Lockheed Martin shares in Q1 2025, an estimated $416K.
ViaWealth first reported a position in Lockheed Martin in Q3 2023 and held it in 6 quarters.
ViaWealth's Lockheed Martin position peaked at $498K in Q3 2024.
2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on ViaWealth's 13F filing for Q1 2025, filed 7 May 2025.