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Kapitalo Investimentos’s Lockheed Martin LMT Stock Holding History

Kapitalo Investimentos’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
Q3 		– Sell
-35,842
Closed -$16.6M – 104
2025
Q2 		$16.6M Buy
+35,842
New +$16.8M 3.6% 7
2024
Q4 		– Sell
-650
Closed -$380K – 318
2024
Q3 		$380K Buy
+650
New +$349K 0.09% 67
2024
Q1 		– Sell
-281
Closed -$127K – 431
2023
Q4 		$127K Sell
281
-186
-40% -$82.4K 0.03% 354
2023
Q3 		$191K Buy
467
+27
+6% +$12K 0.03% 292
2023
Q2 		$203K Buy
+440
New +$204K 0.04% 243

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapitalo Investimentos's LMT Position: Q3 2025 in Review

Kapitalo Investimentos sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 35,842 shares — an estimated $16.6M sold.

Kapitalo Investimentos first reported a position in LMT in Q2 2023 and held it in 5 quarters. The position peaked at $16.6M in Q2 2025. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Kapitalo Investimentos reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 35,842 Lockheed Martin shares in Q3 2025, an estimated $16.6M.
  • Kapitalo Investimentos first reported a position in Lockheed Martin in Q2 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Lockheed Martin position peaked at $16.6M in Q2 2025.
  • 2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Kapitalo Investimentos's 13F filing for Q3 2025, filed 3 Nov 2025.