Bear Mountain Capital’s Lockheed Martin LMT Stock Holding History

Bear Mountain Capital’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 Q2	–	Sell	-1	Closed	-$489	–	263
2025 Q1	$489	Buy	+1	New	+$460	﹤0.01%	252

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bear Mountain Capital's LMT Position: Q2 2025 in Review

Bear Mountain Capital sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 1 share — an estimated $489 sold.

Bear Mountain Capital first reported a position in LMT in Q1 2025 and held it in 1 quarter. The position peaked at $489 in Q1 2025. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Bear Mountain Capital reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
Bear Mountain Capital sold 1 Lockheed Martin share in Q2 2025, an estimated $489.
Bear Mountain Capital first reported a position in Lockheed Martin in Q1 2025 and held it in 1 quarter.
Bear Mountain Capital's Lockheed Martin position peaked at $489 in Q1 2025.
2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Bear Mountain Capital's 13F filing for Q2 2025, filed 23 Jul 2025.