LSA
LMT icon

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lion Street Advisors's LMT Position: Q3 2025 in Review

Lion Street Advisors increased its Lockheed Martin (LMT) stake by 9.8% in Q3 2025, buying an estimated $51.3K and bringing the position to 1,261 shares worth $419K. The position accounts for 0.14% of the portfolio, ranked #133.

Lion Street Advisors first reported a position in LMT in Q1 2020 and has held it in 18 quarters since. The position peaked at $688K in Q3 2024. 2,585 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Lion Street Advisors held 1,261 shares of Lockheed Martin worth $419K as of Q3 2025.
  • Lion Street Advisors bought 113 Lockheed Martin shares in Q3 2025, an estimated $51.3K.
  • Lockheed Martin made up 0.14% of Lion Street Advisors's portfolio in Q3 2025, its #133 holding.
  • Lion Street Advisors first reported a position in Lockheed Martin in Q1 2020 and has held it in 18 quarters since.
  • Lion Street Advisors's Lockheed Martin position peaked at $688K in Q3 2024.
  • 2,585 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.