Ossiam’s Lockheed Martin LMT Stock Holding History

Ossiam’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	-133,500	Closed	-$61.8M	–	720
2025 Q2	$61.8M	Buy	+133,500	New	+$62.5M	0.7%	23
2020 Q1	–	Sell	-96	Closed	-$37K	–	486
2019 Q4	$37K	Sell	96 -2	-2%	-$767	﹤0.01%	466
2019 Q3	$38K	Sell	98 -91	-48%	-$34.2K	﹤0.01%	436
2019 Q2	$69K	Hold	189	–	–	0.01%	398
2019 Q1	$57K	Sell	189 -178	-49%	-$52.2K	﹤0.01%	257
2018 Q4	$96K	Buy	+367	New	+$111K	0.01%	232

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ossiam's LMT Position: Q3 2025 in Review

Ossiam sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 133,500 shares — an estimated $61.8M sold.

Ossiam first reported a position in LMT in Q4 2018 and held it in 6 quarters. The position peaked at $61.8M in Q2 2025. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Ossiam reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
Ossiam sold 133,500 Lockheed Martin shares in Q3 2025, an estimated $61.8M.
Ossiam first reported a position in Lockheed Martin in Q4 2018 and held it in 6 quarters.
Ossiam's Lockheed Martin position peaked at $61.8M in Q2 2025.
2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Ossiam's 13F filing for Q3 2025, filed 14 Nov 2025.