Epacria Capital Partners’s Lockheed Martin LMT Stock Holding History

Epacria 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 Q1	–	Sell	-3,900	Closed	-$1.9M	–	44
2024 Q4	$1.9M	Hold	3,900	–	–	1.6%	15
2024 Q3	$2.28M	Hold	3,900	–	–	1.56%	18
2024 Q2	$1.82M	Hold	3,900	–	–	1.34%	20
2024 Q1	$1.77M	Hold	3,900	–	–	1.29%	23
2023 Q4	$1.77M	Hold	3,900	–	–	1.42%	20
2023 Q3	$1.59M	Hold	3,900	–	–	1.32%	20
2023 Q2	$1.8M	Sell	3,900 -700	-15%	-$325K	1.47%	18
2023 Q1	$2.17M	Hold	4,600	–	–	1.69%	20
2022 Q4	$2.24M	Buy	+4,600	New	+$2.14M	1.76%	17

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Epacria Capital Partners's LMT Position: Q1 2025 in Review

Epacria Capital Partners sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 3,900 shares — an estimated $1.9M sold.

Epacria Capital Partners first reported a position in LMT in Q4 2022 and held it in 9 quarters. The position peaked at $2.28M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Epacria Capital Partners reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Epacria Capital Partners sold 3,900 Lockheed Martin shares in Q1 2025, an estimated $1.9M.
Epacria Capital Partners first reported a position in Lockheed Martin in Q4 2022 and held it in 9 quarters.
Epacria Capital Partners's Lockheed Martin position peaked at $2.28M in Q3 2024.
2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Epacria Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.