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Insight Inv LLC’s Lockheed Martin LMT Stock Holding History

Insight Inv 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
-465
Closed -$226K – 134
2024
Q4 		$226K Buy
+465
New +$253K 0.16% 90
2022
Q3 		– Sell
-110
Closed -$47K – 137
2022
Q2 		$47K Buy
+110
New +$48.3K 0.05% 117

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

Insight Inv LLC's LMT Position: Q1 2025 in Review

Insight Inv LLC sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 465 shares — an estimated $226K sold.

Insight Inv LLC first reported a position in LMT in Q2 2022 and held it in 2 quarters. The position peaked at $226K in Q4 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Insight Inv LLC reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Insight Inv LLC sold 465 Lockheed Martin shares in Q1 2025, an estimated $226K.
  • Insight Inv LLC first reported a position in Lockheed Martin in Q2 2022 and held it in 2 quarters.
  • Insight Inv LLC's Lockheed Martin position peaked at $226K in Q4 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

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