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Oxbow Advisors’s Lockheed Martin LMT Stock Holding History

Oxbow 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 		– Sell
-5,957
Closed -$2.76M – 226
2025
Q2 		$2.76M Buy
5,957
+172
+3% +$80.5K 0.3% 83
2025
Q1 		$2.58M Buy
+5,785
New +$2.66M 0.27% 75
2022
Q1 		– Sell
-24,751
Closed -$8.8M – 276
2021
Q4 		$8.8M Sell
24,751
-264
-1% -$91.3K 0.84% 47
2021
Q3 		$8.63M Buy
25,015
+1,378
+6% +$499K 0.88% 41
2021
Q2 		$8.94M Buy
23,637
+63
+0.3% +$24.2K 0.93% 38
2021
Q1 		$8.71M Buy
+23,574
New +$8.09M 1.06% 33
2020
Q1 		– Sell
-710
Closed -$276K – 305
2019
Q4 		$276K Buy
+710
New +$272K 0.03% 247

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

Oxbow Advisors's LMT Position: Q3 2025 in Review

Oxbow Advisors sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 5,957 shares — an estimated $2.76M sold.

Oxbow Advisors first reported a position in LMT in Q4 2019 and held it in 7 quarters. The position peaked at $8.94M in Q2 2021. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Oxbow Advisors reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Oxbow Advisors sold 5,957 Lockheed Martin shares in Q3 2025, an estimated $2.76M.
  • Oxbow Advisors first reported a position in Lockheed Martin in Q4 2019 and held it in 7 quarters.
  • Oxbow Advisors's Lockheed Martin position peaked at $8.94M in Q2 2021.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Oxbow Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.