CCP
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Carmel Capital Partners’s Lockheed Martin LMT Stock Holding History

Carmel Capital 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
Q3 		– Sell
-1,139
Closed -$528K – 137
2025
Q2 		$528K Sell
1,139
-62
-5% -$29K 0.19% 86
2025
Q1 		$536K Sell
1,201
-2
-0.2% -$921 0.21% 84
2024
Q4 		$585K Buy
1,203
+3
+0.3% +$1.64K 0.24% 74
2024
Q3 		$701K Buy
1,200
+27
+2% +$14.5K 0.27% 74
2024
Q2 		$548K Buy
1,173
+55
+5% +$25.4K 0.23% 74
2024
Q1 		$509K Buy
1,118
+166
+17% +$72.8K 0.21% 74
2023
Q4 		$431K Sell
952
-29
-3% -$12.8K 0.22% 77
2023
Q3 		$401K Buy
981
+35
+4% +$15.5K 0.18% 88
2023
Q2 		$436K Buy
946
+22
+2% +$10.2K 0.22% 70
2023
Q1 		$437K Buy
924
+10
+1% +$4.69K 0.26% 79
2022
Q4 		$445K Buy
914
+83
+10% +$38.6K 0.31% 77
2022
Q3 		$321K Buy
831
+44
+6% +$18.4K 0.31% 77
2022
Q2 		$338K Buy
787
+35
+5% +$15.4K 0.32% 73
2022
Q1 		$332K Buy
752
+33
+5% +$13.4K 0.28% 82
2021
Q4 		$256K Buy
+719
New +$249K 0.19% 97

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmel Capital Partners's LMT Position: Q3 2025 in Review

Carmel Capital Partners sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 1,139 shares — an estimated $528K sold.

Carmel Capital Partners first reported a position in LMT in Q4 2021 and held it in 15 quarters. The position peaked at $701K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Carmel Capital Partners reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 1,139 Lockheed Martin shares in Q3 2025, an estimated $528K.
  • Carmel Capital Partners first reported a position in Lockheed Martin in Q4 2021 and held it in 15 quarters.
  • Carmel Capital Partners's Lockheed Martin position peaked at $701K in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.