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Columbia Asset Management’s Lockheed Martin LMT Stock Holding History

Columbia Asset 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
2025
Q2 		– Sell
-20,000
Closed -$20.5K – 205
2025
Q1 		$20.5K Buy
20,000
+5,000
+33% +$2.3M ﹤0.01% 226
2024
Q4 		$14.8K Buy
+15,000
New +$8.18M ﹤0.01% 260

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

Columbia Asset Management's LMT Position: Q2 2025 in Review

Columbia Asset Management sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 220 shares — an estimated $98.3K sold.

Columbia Asset Management first reported a position in LMT in Q1 2021 and held it in 5 quarters. The position peaked at $398K in Q2 2021. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Columbia Asset Management reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Columbia Asset Management sold 220 Lockheed Martin shares in Q2 2025, an estimated $98.3K.
  • Columbia Asset Management first reported a position in Lockheed Martin in Q1 2021 and held it in 5 quarters.
  • Columbia Asset Management's Lockheed Martin position peaked at $398K in Q2 2021.
  • 2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Columbia Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.