Patton Albertson Miller Group’s Lockheed Martin LMT Stock Holding History

Patton Albertson Miller Group’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 Q1	–	Sell	-805	Closed	-$391K	–	228
2024 Q4	$391K	Buy	805 +455	+130%	+$248K	0.05%	161
2024 Q3	$205K	Buy	+350	New	+$188K	0.03%	214
2018 Q4	–	Sell	-12	Closed	-$4K	–	203
2018 Q3	$4K	Buy	+12	New	+$3.87K	﹤0.01%	264

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patton Albertson Miller Group's LMT Position: Q1 2025 in Review

Patton Albertson Miller Group sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 805 shares — an estimated $391K sold.

Patton Albertson Miller Group first reported a position in LMT in Q3 2018 and held it in 3 quarters. The position peaked at $391K in Q4 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Patton Albertson Miller Group reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Patton Albertson Miller Group sold 805 Lockheed Martin shares in Q1 2025, an estimated $391K.
Patton Albertson Miller Group first reported a position in Lockheed Martin in Q3 2018 and held it in 3 quarters.
Patton Albertson Miller Group's Lockheed Martin position peaked at $391K in Q4 2024.
2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Patton Albertson Miller Group's 13F filing for Q1 2025, filed 2 May 2025.