LSA
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Lion Street Advisors’s Lockheed Martin LMT Stock Holding History

Lion Street 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
Q3 		$419K Buy
1,261
+113
+10% +$51.3K 0.14% 133
2025
Q2 		$532K Sell
1,148
-15
-1% -$7.02K 0.16% 136
2025
Q1 		$520K Buy
1,163
+11
+1% +$5.06K 0.17% 138
2024
Q4 		$559K Sell
1,152
-23
-2% -$12.5K 0.18% 122
2024
Q3 		$688K Buy
1,175
+2
+0.2% +$1.07K 0.24% 95
2024
Q2 		$548K Sell
1,173
-26
-2% -$12K 0.2% 108
2024
Q1 		$542K Hold
1,199
– – 0.22% 101
2023
Q4 		$542K Buy
1,199
+2
+0.2% +$886 0.22% 100
2023
Q3 		$488K Sell
1,197
-230
-16% -$102K 0.16% 122
2023
Q2 		$474K Buy
1,427
+454
+47% +$211K 0.16% 128
2023
Q1 		$460K Buy
973
+37
+4% +$17.4K 0.14% 131
2022
Q4 		$311K Buy
936
+319
+52% +$148K 0.16% 102
2022
Q3 		$239K Sell
617
-319
-34% -$133K 0.12% 110
2022
Q2 		$308K Buy
936
+234
+33% +$103K 0.16% 103
2022
Q1 		$309K Sell
702
-222
-24% -$90K 0.16% 101
2021
Q4 		$329K Buy
924
+3
+0.3% +$1.04K 0.16% 98
2021
Q3 		$315K Buy
+921
New +$333K 0.17% 98
2020
Q2 		– Sell
-14
Closed -$5K – 237
2020
Q1 		$5K Buy
+14
New +$5.51K 0.03% 246

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