WEG
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World Equity Group’s Lockheed Martin LMT Stock Holding History

World Equity Group’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
-582
Closed -$283K – 336
2024
Q4 		$283K Buy
+582
New +$317K 0.06% 281
2024
Q2 		– Sell
-756
Closed -$344K – 299
2024
Q1 		$344K Sell
756
-204
-21% -$89.4K 0.07% 224
2023
Q4 		$435K Buy
960
+24
+3% +$10.6K 0.09% 207
2023
Q3 		$383K Buy
936
+481
+106% +$213K 0.08% 232
2023
Q2 		$209K Buy
+455
New +$211K 0.06% 292
2023
Q1 		– Sell
-681
Closed -$331K – 554
2022
Q4 		$331K Sell
681
-101
-13% -$46.9K 0.08% 236
2022
Q3 		$302K Sell
782
-19
-2% -$7.93K 0.08% 244
2022
Q2 		$344K Sell
801
-120
-13% -$52.7K 0.09% 234
2022
Q1 		$406K Buy
+921
New +$373K 0.09% 237

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

World Equity Group's LMT Position: Q1 2025 in Review

World Equity Group sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 582 shares — an estimated $283K sold.

World Equity Group first reported a position in LMT in Q1 2022 and held it in 9 quarters. The position peaked at $435K in Q4 2023. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • World Equity Group reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 582 Lockheed Martin shares in Q1 2025, an estimated $283K.
  • World Equity Group first reported a position in Lockheed Martin in Q1 2022 and held it in 9 quarters.
  • World Equity Group's Lockheed Martin position peaked at $435K in Q4 2023.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.