Essex LLC’s Lockheed Martin LMT Stock Holding History

Essex LLC’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	-479	Closed	-$233K	–	173
2024 Q4	$233K	Buy	479 +50	+12%	+$27.3K	0.05%	156
2024 Q3	$251K	Buy	+429	New	+$230K	0.05%	150

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

Essex LLC's LMT Position: Q1 2025 in Review

Essex LLC sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 479 shares — an estimated $233K sold.

Essex LLC first reported a position in LMT in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q3 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Essex LLC reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Essex LLC sold 479 Lockheed Martin shares in Q1 2025, an estimated $233K.
Essex LLC first reported a position in Lockheed Martin in Q3 2024 and held it in 2 quarters.
Essex LLC's Lockheed Martin position peaked at $251K in Q3 2024.
2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Essex LLC's 13F filing for Q1 2025, filed 25 Apr 2025.