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Adero Partners’s Lockheed Martin LMT Stock Holding History

Adero Partners’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 		$563K Sell
1,261
-28
-2% -$12.9K 0.04% 118
2024
Q4 		$626K Buy
1,289
+32
+3% +$17.4K 0.04% 108
2024
Q3 		$735K Buy
1,257
+39
+3% +$20.9K 0.05% 99
2024
Q2 		$569K Buy
+1,218
New +$563K 0.04% 108

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

Adero Partners's LMT Position: Q1 2025 in Review

Adero Partners reduced its Lockheed Martin (LMT) stake by 2.2% in Q1 2025, selling an estimated $12.9K and leaving 1,261 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #118.

Adero Partners first reported a position in LMT in Q2 2024 and has held it in 4 quarters since. The position peaked at $735K in Q3 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Adero Partners held 1,261 shares of Lockheed Martin worth $563K as of Q1 2025.
  • Adero Partners sold 28 Lockheed Martin shares in Q1 2025, an estimated $12.9K.
  • Lockheed Martin made up 0.04% of Adero Partners's portfolio in Q1 2025, its #118 holding.
  • Adero Partners first reported a position in Lockheed Martin in Q2 2024 and has held it in 4 quarters since.
  • Adero Partners's Lockheed Martin position peaked at $735K in Q3 2024.
  • 2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.