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Investment Management Associates’s Lockheed Martin LMT Stock Holding History

Investment Management Associates’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
-2,760
Closed -$1.34M – 27
2024
Q4 		$1.34M Sell
2,760
-122
-4% -$66.5K 0.59% 18
2024
Q3 		$1.68M Buy
2,882
+8
+0.3% +$4.29K 0.66% 21
2024
Q2 		$1.34M Sell
2,874
-89
-3% -$41.1K 0.46% 24
2024
Q1 		$1.35M Sell
2,963
-11
-0.4% -$4.82K 0.46% 25
2023
Q4 		$1.35M Sell
2,974
-178
-6% -$78.9K 0.52% 26
2023
Q3 		$1.29M Sell
3,152
-30
-0.9% -$13.3K 0.54% 26
2023
Q2 		$1.47M Hold
3,182
– – 0.53% 29
2023
Q1 		$1.5M Sell
3,182
-27
-0.8% -$12.7K 0.62% 28
2022
Q4 		$1.56M Sell
3,209
-118
-4% -$54.8K 0.65% 28
2022
Q3 		$1.28M Sell
3,327
-32
-1% -$13.4K 0.6% 29
2022
Q2 		$1.39M Hold
3,359
– – 0.6% 26
2022
Q1 		$1.48M Sell
3,359
-61
-2% -$24.7K 0.66% 29
2021
Q4 		$1.22M Buy
3,420
+450
+15% +$156K 0.55% 34
2021
Q3 		$1.02M Buy
2,970
+2,091
+238% +$757K 0.53% 36
2021
Q2 		$333K Buy
879
+1
+0.1% +$384 0.17% 45
2021
Q1 		$325K Buy
+878
New +$301K 0.19% 48

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

Investment Management Associates's LMT Position: Q1 2025 in Review

Investment Management Associates sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 2,760 shares — an estimated $1.34M sold.

Investment Management Associates first reported a position in LMT in Q1 2021 and held it in 16 quarters. The position peaked at $1.68M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Investment Management Associates reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Investment Management Associates sold 2,760 Lockheed Martin shares in Q1 2025, an estimated $1.34M.
  • Investment Management Associates first reported a position in Lockheed Martin in Q1 2021 and held it in 16 quarters.
  • Investment Management Associates's Lockheed Martin position peaked at $1.68M in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Investment Management Associates's 13F filing for Q1 2025, filed 30 Apr 2025.