HCM
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Hilton Capital Management’s Lockheed Martin LMT Stock Holding History

Hilton Capital 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
Q1 		– Sell
-524
Closed -$255K – 170
2024
Q4 		$255K Sell
524
-20
-4% -$10.9K 0.02% 157
2024
Q3 		$318K Sell
544
-152
-22% -$81.6K 0.02% 155
2024
Q2 		$325K Buy
696
+150
+27% +$69.3K 0.03% 149
2024
Q1 		$248K Sell
546
-48
-8% -$21K 0.02% 153
2023
Q4 		$269K Sell
594
-32
-5% -$14.2K 0.03% 142
2023
Q3 		$256K Sell
626
-25
-4% -$11.1K 0.03% 81
2023
Q2 		$300K Buy
651
+31
+5% +$14.4K 0.04% 70
2023
Q1 		$302K Hold
620
– – 0.04% 69
2022
Q4 		$239K Hold
620
– – 0.03% 73
2022
Q3 		$239K Buy
620
+3
+0.5% +$1.25K 0.03% 73
2022
Q2 		$265K Sell
617
-150
-20% -$65.9K 0.03% 74
2022
Q1 		$339K Buy
767
+119
+18% +$48.2K 0.04% 75
2021
Q4 		$230K Buy
648
+22
+4% +$7.61K 0.02% 102
2021
Q3 		$216K Sell
626
-103
-14% -$37.3K 0.02% 113
2021
Q2 		$276K Buy
+729
New +$280K 0.03% 92
2020
Q1 		– Sell
-546
Closed -$213K – 88
2019
Q4 		$213K Buy
546
+26
+5% +$9.98K 0.03% 100
2019
Q3 		$203K Buy
520
+93
+22% +$35K 0.03% 101
2019
Q2 		$155K Hold
427
– – 0.02% 122
2019
Q1 		$128K Sell
427
-1,022
-71% -$300K 0.02% 139
2018
Q4 		$379K Buy
1,449
+34
+2% +$10.3K 0.07% 76
2018
Q3 		$490K Buy
1,415
+24
+2% +$7.74K 0.07% 73
2018
Q2 		$411K Hold
1,391
– – 0.07% 78
2018
Q1 		$470K Buy
+1,391
New +$473K 0.08% 85
2017
Q2 		– Sell
-3,074
Closed -$823K – 131
2017
Q1 		$823K Buy
3,074
+910
+42% +$238K 0.16% 51
2016
Q4 		$541K Buy
+2,164
New +$541K 0.11% 63

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

Hilton Capital Management's LMT Position: Q1 2025 in Review

Hilton Capital Management sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 524 shares — an estimated $255K sold.

Hilton Capital Management first reported a position in LMT in Q4 2016 and held it in 25 quarters. The position peaked at $823K in Q1 2017. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Hilton Capital Management reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Hilton Capital Management sold 524 Lockheed Martin shares in Q1 2025, an estimated $255K.
  • Hilton Capital Management first reported a position in Lockheed Martin in Q4 2016 and held it in 25 quarters.
  • Hilton Capital Management's Lockheed Martin position peaked at $823K in Q1 2017.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Hilton Capital Management's 13F filing for Q1 2025, filed 13 May 2025.