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Liberty One Investment Management’s Lockheed Martin LMT Stock Holding History

Liberty One Investment 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
Q3 		– Sell
-64,943
Closed -$30.1M – 151
2025
Q2 		$30.1M Buy
64,943
+2,386
+4% +$1.12M 3.04% 9
2025
Q1 		$27.9M Buy
62,557
+2,699
+5% +$1.24M 2.83% 15
2024
Q4 		$29.1M Buy
59,858
+13
+0% +$7.09K 3.15% 8
2024
Q3 		$35M Sell
59,845
-466
-0.8% -$250K 3.58% 2
2024
Q2 		$28.2M Buy
60,311
+2,406
+4% +$1.11M 3.17% 6
2024
Q1 		$26.3M Buy
57,905
+938
+2% +$411K 2.98% 9
2023
Q4 		$25.8M Buy
56,967
+1,407
+3% +$623K 3.19% 5
2023
Q3 		$22.7M Sell
55,560
-6,313
-10% -$2.8M 3.29% 9
2023
Q2 		$28.5M Buy
61,873
+1,154
+2% +$536K 3.7% 5
2023
Q1 		$28.7M Buy
60,719
+1,691
+3% +$793K 3.91% 2
2022
Q4 		$28.7M Buy
59,028
+718
+1% +$334K 4.13% 1
2022
Q3 		$22.5M Buy
58,310
+57,977
+17,411% +$24.2M 3.71% 5
2022
Q2 		$126K Sell
333
-31
-9% -$13.6K 0.02% 128
2022
Q1 		$161K Sell
364
-9
-2% -$3.65K 0.02% 134
2021
Q4 		$133K Buy
373
+20
+6% +$6.92K 0.02% 135
2021
Q3 		$122K Buy
353
+20
+6% +$7.24K 0.02% 136
2021
Q2 		$126K Sell
333
-51
-13% -$19.6K 0.02% 139
2021
Q1 		$142K Buy
384
+22
+6% +$7.55K 0.03% 138
2020
Q4 		$128K Sell
362
-13
-3% -$4.78K 0.02% 117
2020
Q3 		$144K Sell
375
-87
-19% -$33.2K 0.03% 108
2020
Q2 		$169K Sell
462
-155
-25% -$58.5K 0.04% 107
2020
Q1 		$209K Sell
617
-87
-12% -$34.2K 0.05% 109
2019
Q4 		$274K Buy
+704
New +$270K 0.06% 111

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

Liberty One Investment Management's LMT Position: Q3 2025 in Review

Liberty One Investment Management sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 64,943 shares — an estimated $30.1M sold.

Liberty One Investment Management first reported a position in LMT in Q4 2019 and held it in 23 quarters. The position peaked at $35M in Q3 2024. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Liberty One Investment Management reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Liberty One Investment Management sold 64,943 Lockheed Martin shares in Q3 2025, an estimated $30.1M.
  • Liberty One Investment Management first reported a position in Lockheed Martin in Q4 2019 and held it in 23 quarters.
  • Liberty One Investment Management's Lockheed Martin position peaked at $35M in Q3 2024.
  • 2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Liberty One Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.