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Iron Gate Global Advisors’s Lockheed Martin LMT Stock Holding History

Iron Gate Global Advisors’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
-412
Closed -$200K – 99
2024
Q4 		$200K Hold
412
– – 0.03% 85
2024
Q3 		$241K Buy
+412
New +$221K 0.04% 76
2018
Q4 		– Sell
-342
Closed -$118K – 158
2018
Q3 		$118K Buy
342
+210
+159% +$67.8K 0.08% 83
2018
Q2 		$39K Buy
+132
New +$42.6K 0.03% 98

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

Iron Gate Global Advisors's LMT Position: Q1 2025 in Review

Iron Gate Global Advisors sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 412 shares — an estimated $200K sold.

Iron Gate Global Advisors first reported a position in LMT in Q2 2018 and held it in 4 quarters. The position peaked at $241K in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Iron Gate Global Advisors reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Iron Gate Global Advisors sold 412 Lockheed Martin shares in Q1 2025, an estimated $200K.
  • Iron Gate Global Advisors first reported a position in Lockheed Martin in Q2 2018 and held it in 4 quarters.
  • Iron Gate Global Advisors's Lockheed Martin position peaked at $241K in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Iron Gate Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.