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Warther Private Wealth’s Lockheed Martin LMT Stock Holding History

Warther Private 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 		– Sell
-1,547
Closed -$752K – 81
2024
Q4 		$752K Sell
1,547
-683
-31% -$372K 0.25% 33
2024
Q3 		$1.3M Sell
2,230
-11,160
-83% -$5.99M 0.46% 27
2024
Q2 		$6.25M Sell
13,390
-10,899
-45% -$5.04M 2.45% 17
2024
Q1 		$11M Buy
24,289
+7,920
+48% +$3.47M 4.93% 6
2023
Q4 		$7.42M Buy
16,369
+7,575
+86% +$3.36M 4.15% 9
2023
Q3 		$3.6M Buy
8,794
+1,933
+28% +$858K 2.39% 13
2023
Q2 		$3.16M Sell
6,861
-392
-5% -$182K 2.15% 13
2023
Q1 		$3.43M Sell
7,253
-277
-4% -$130K 2.61% 10
2022
Q4 		$3.66M Buy
7,530
+566
+8% +$263K 2.74% 8
2022
Q3 		$2.69M Buy
6,964
+3,039
+77% +$1.27M 2.13% 13
2022
Q2 		$1.7M Buy
3,925
+2,606
+198% +$1.14M 1.25% 23
2022
Q1 		$588K Buy
+1,319
New +$535K 0.38% 69

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

Warther Private Wealth's LMT Position: Q1 2025 in Review

Warther Private Wealth sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 1,547 shares — an estimated $752K sold.

Warther Private Wealth first reported a position in LMT in Q1 2022 and held it in 12 quarters. The position peaked at $11M in Q1 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Warther Private Wealth reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Warther Private Wealth sold 1,547 Lockheed Martin shares in Q1 2025, an estimated $752K.
  • Warther Private Wealth first reported a position in Lockheed Martin in Q1 2022 and held it in 12 quarters.
  • Warther Private Wealth's Lockheed Martin position peaked at $11M in Q1 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Warther Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.