Cobblestone Capital Advisors’s Lockheed Martin LMT Stock Holding History

Cobblestone Capital Advisors’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	$1.56M	Sell	3,119 -137	-4%	-$62.2K	0.07%	107
2025 Q2	$1.51M	Sell	3,256 -455	-12%	-$213K	0.08%	104
2025 Q1	$1.66M	Sell	3,711 -177	-5%	-$81.5K	0.09%	93
2024 Q4	$1.89M	Sell	3,888 -97	-2%	-$52.9K	0.1%	87
2024 Q3	$2.33M	Sell	3,985 -77	-2%	-$41.3K	0.13%	72
2024 Q2	$1.9M	Sell	4,062 -143	-3%	-$66.1K	0.12%	80
2024 Q1	$1.91M	Sell	4,205 -85	-2%	-$37.3K	0.12%	77
2023 Q4	$1.94M	Buy	4,290 +51	+1%	+$22.6K	0.13%	77
2023 Q3	$1.73M	Buy	4,239 +234	+6%	+$104K	0.13%	80
2023 Q2	$1.84M	Sell	4,005 -139	-3%	-$64.5K	0.13%	77
2023 Q1	$1.96M	Sell	4,144 -364	-8%	-$171K	0.15%	74
2022 Q4	$2.19M	Sell	4,508 -156	-3%	-$72.5K	0.17%	71
2022 Q3	$1.8M	Sell	4,664 -125	-3%	-$52.2K	0.15%	72
2022 Q2	$2.06M	Hold	4,789	–	–	0.16%	72
2022 Q1	$2.11M	Sell	4,789 -82	-2%	-$33.2K	0.14%	72
2021 Q4	$1.73M	Hold	4,871	–	–	0.11%	91
2021 Q3	$1.68M	Buy	4,871 +253	+5%	+$91.6K	0.11%	80
2021 Q2	$1.75M	Sell	4,618 -260	-5%	-$100K	0.12%	81
2021 Q1	$1.8M	Sell	4,878 -454	-9%	-$156K	0.13%	79
2020 Q4	$1.89M	Sell	5,332 -85	-2%	-$31.2K	0.15%	70
2020 Q3	$2.08M	Sell	5,417 -118	-2%	-$45K	0.18%	62
2020 Q2	$2.02M	Sell	5,535 -366	-6%	-$138K	0.18%	67
2020 Q1	$2M	Hold	5,901	–	–	0.22%	62
2019 Q4	$2.3M	Sell	5,901 -25	-0.4%	-$9.59K	0.21%	65
2019 Q3	$2.31M	Buy	5,926 +121	+2%	+$45.5K	0.23%	61
2019 Q2	$2.11M	Sell	5,805 -195	-3%	-$65.2K	0.19%	67
2019 Q1	$1.8M	Buy	6,000 +1,013	+20%	+$297K	0.17%	69
2018 Q4	$1.31M	Sell	4,987 -3	-0.1%	-$910	0.13%	76
2018 Q3	$1.73M	Sell	4,990 -133	-3%	-$42.9K	0.16%	70
2018 Q2	$1.51M	Buy	5,123 +3	+0.1%	+$968	0.15%	71
2018 Q1	$1.73M	Sell	5,120 -42	-0.8%	-$14.3K	0.18%	70
2017 Q4	$1.66M	Hold	5,162	–	–	0.16%	72
2017 Q3	$1.6M	Buy	5,162 +225	+5%	+$67.1K	0.2%	64
2017 Q2	$1.37M	Sell	4,937 -19	-0.4%	-$5.22K	0.18%	67
2017 Q1	$1.33M	Hold	4,956	–	–	0.18%	68
2016 Q4	$1.24M	Hold	4,956	–	–	0.17%	70
2016 Q3	$1.19M	Hold	4,956	–	–	0.17%	73
2016 Q2	$1.23M	Hold	4,956	–	–	0.18%	72
2016 Q1	$1.1M	Hold	4,956	–	–	0.16%	72
2015 Q4	$1.08M	Hold	4,956	–	–	0.16%	78
2015 Q3	$1.03M	Hold	4,956	–	–	0.16%	76
2015 Q2	$921K	Hold	4,956	–	–	0.14%	91
2015 Q1	$1.01M	Sell	4,956 -12	-0.2%	-$2.37K	0.16%	81
2014 Q4	$957K	Hold	4,968	–	–	0.17%	91
2014 Q3	$908K	Sell	4,968 -1	-0%	-$170	0.17%	86
2014 Q2	$799K	Hold	4,969	–	–	0.15%	95
2014 Q1	$811K	Hold	4,969	–	–	0.16%	92
2013 Q4	$739K	Hold	4,969	–	–	0.14%	100
2013 Q3	$634K	Sell	4,969 -75	-1%	-$9.11K	0.13%	99
2013 Q2	$547K	Buy	+5,044	New	+$515K	0.12%	102

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

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

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

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

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

Cobblestone Capital Advisors's LMT Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Lockheed Martin (LMT) stake by 4.2% in Q3 2025, selling an estimated $62.2K and leaving 3,119 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #107.

Cobblestone Capital Advisors first reported a position in LMT in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.33M in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Cobblestone Capital Advisors held 3,119 shares of Lockheed Martin worth $1.56M as of Q3 2025.
Cobblestone Capital Advisors sold 137 Lockheed Martin shares in Q3 2025, an estimated $62.2K.
Lockheed Martin made up 0.07% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #107 holding.
Cobblestone Capital Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 50 quarters since.
Cobblestone Capital Advisors's Lockheed Martin position peaked at $2.33M in Q3 2024.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.