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Alethea Capital Management’s Lockheed Martin LMT Stock Holding History

Alethea 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
2020
Q3 		– Sell
-300
Closed -$2K – 89
2020
Q2 		$2K Buy
+300
New +$113K ﹤0.01% 82

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alethea Capital Management's LMT Position: Q4 2025 in Review

Alethea Capital Management sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 663 shares — an estimated $331K sold.

Alethea Capital Management first reported a position in LMT in Q3 2016 and held it in 9 quarters. The position peaked at $2.13M in Q4 2016. 2,725 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Alethea Capital Management reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Alethea Capital Management sold 663 Lockheed Martin shares in Q4 2025, an estimated $331K.
  • Alethea Capital Management first reported a position in Lockheed Martin in Q3 2016 and held it in 9 quarters.
  • Alethea Capital Management's Lockheed Martin position peaked at $2.13M in Q4 2016.
  • 2,725 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Alethea Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.