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McDonald Partners’s Lockheed Martin LMT Stock Holding History

McDonald Partners’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
-2,392
Closed -$1.12M – 242
2025
Q2 		$1.12M Buy
2,392
+48
+2% +$22.5K 0.27% 106
2025
Q1 		$1.06M Sell
2,344
-100
-4% -$46K 0.28% 105
2024
Q4 		$1.19M Sell
2,444
-631
-21% -$344K 0.3% 99
2024
Q3 		$1.8M Buy
3,075
+527
+21% +$283K 0.45% 67
2024
Q2 		$1.19M Buy
2,548
+45
+2% +$20.8K 0.32% 89
2024
Q1 		$1.14M Buy
2,503
+269
+12% +$118K 0.31% 92
2023
Q4 		$1.01M Buy
2,234
+208
+10% +$92.2K 0.3% 100
2023
Q3 		$828K Buy
2,026
+150
+8% +$66.5K 0.27% 106
2023
Q2 		$864K Buy
1,876
+11
+0.6% +$5.11K 0.26% 107
2023
Q1 		$882K Buy
1,865
+20
+1% +$9.38K 0.29% 103
2022
Q4 		$898K Sell
1,845
-14
-0.8% -$6.5K 0.31% 96
2022
Q3 		$718K Sell
1,859
-2,371
-56% -$990K 0.27% 110
2022
Q2 		$1.82M Sell
4,230
-861
-17% -$378K 0.46% 56
2022
Q1 		$2.25M Buy
5,091
+5,087
+127,175% +$2.06M 0.49% 56
2021
Q4 		$1.42K Sell
4
-4,662
-100% -$1.61M ﹤0.01% 406
2021
Q3 		$1.61M Buy
4,666
+392
+9% +$142K 0.38% 77
2021
Q2 		$1.62M Buy
4,274
+354
+9% +$136K 0.38% 74
2021
Q1 		$1.45M Buy
3,920
+2,127
+119% +$730K 0.37% 77
2020
Q4 		$636K Buy
+1,793
New +$659K 0.18% 144

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

McDonald Partners's LMT Position: Q3 2025 in Review

McDonald Partners sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 2,392 shares — an estimated $1.12M sold.

McDonald Partners first reported a position in LMT in Q4 2020 and held it in 19 quarters. The position peaked at $2.25M in Q1 2022. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • McDonald Partners reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • McDonald Partners sold 2,392 Lockheed Martin shares in Q3 2025, an estimated $1.12M.
  • McDonald Partners first reported a position in Lockheed Martin in Q4 2020 and held it in 19 quarters.
  • McDonald Partners's Lockheed Martin position peaked at $2.25M in Q1 2022.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on McDonald Partners's 13F filing for Q3 2025, filed 12 Nov 2025.