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Altshuler Shaham’s Lockheed Martin LMT Stock Holding History

Altshuler Shaham’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
-50
Closed -$24.3K – 368
2024
Q4 		$24.3K Buy
50
+6
+14% +$3.27K ﹤0.01% 188
2024
Q3 		$25.7K Hold
44
– – ﹤0.01% 126
2024
Q2 		$20.6K Sell
44
-21
-32% -$9.71K ﹤0.01% 178
2024
Q1 		$29.6K Buy
65
+8
+14% +$3.51K ﹤0.01% 138
2023
Q4 		$25.8K Buy
+57
New +$25.3K ﹤0.01% 169
2022
Q4 		– Sell
-10
Closed -$4K – 543
2022
Q3 		$4K Sell
10
-385
-97% -$161K ﹤0.01% 430
2022
Q2 		$170K Buy
395
+291
+280% +$128K ﹤0.01% 136
2022
Q1 		$46K Buy
+104
New +$42.2K ﹤0.01% 380
2021
Q4 		– Sell
-181
Closed -$63K – 602
2021
Q3 		$63K Sell
181
-105
-37% -$38K ﹤0.01% 379
2021
Q2 		$107K Sell
286
-769
-73% -$296K ﹤0.01% 319
2021
Q1 		$390K Buy
+1,055
New +$362K ﹤0.01% 144
2020
Q2 		– Sell
-21
Closed -$7K – 471
2020
Q1 		$7K Sell
21
-1
-5% -$393 ﹤0.01% 320
2019
Q4 		$8K Buy
22
+5
+29% +$1.92K ﹤0.01% 350
2019
Q3 		$7K Buy
+17
New +$6.39K ﹤0.01% 334
2018
Q2 		– Sell
-50
Closed -$17K – 241
2018
Q1 		$17K Sell
50
-11
-18% -$3.74K ﹤0.01% 161
2017
Q4 		$20K Buy
+61
New +$19.2K ﹤0.01% 106

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

Altshuler Shaham's LMT Position: Q1 2025 in Review

Altshuler Shaham sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 50 shares — an estimated $24.3K sold.

Altshuler Shaham first reported a position in LMT in Q4 2017 and held it in 16 quarters. The position peaked at $390K in Q1 2021. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Altshuler Shaham reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 50 Lockheed Martin shares in Q1 2025, an estimated $24.3K.
  • Altshuler Shaham first reported a position in Lockheed Martin in Q4 2017 and held it in 16 quarters.
  • Altshuler Shaham's Lockheed Martin position peaked at $390K in Q1 2021.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.