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Richard Bernstein Advisors’s Lockheed Martin LMT Stock Holding History

Richard Bernstein 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
Q4 		– Sell
-2,942
Closed -$1.47M – 196
2025
Q3 		$1.47M Sell
2,942
-3,734
-56% -$1.69M 0.04% 131
2025
Q2 		$3.09M Sell
6,676
-3
-0% -$1.4K 0.08% 135
2025
Q1 		$2.98M Sell
6,679
-327
-5% -$151K 0.07% 151
2024
Q4 		$3.4M Hold
7,006
– – 0.08% 144
2024
Q3 		$4.1M Sell
7,006
-601
-8% -$323K 0.09% 109
2024
Q2 		$3.55M Hold
7,607
– – 0.08% 114
2024
Q1 		$3.46M Hold
7,607
– – 0.07% 122
2023
Q4 		$3.45M Sell
7,607
-1,932
-20% -$856K 0.08% 99
2023
Q3 		$3.9M Hold
9,539
– – 0.09% 76
2023
Q2 		$4.39M Sell
9,539
-1,301
-12% -$604K 0.09% 63
2023
Q1 		$5.12M Hold
10,840
– – 0.11% 63
2022
Q4 		$5.27M Hold
10,840
– – 0.12% 65
2022
Q3 		$4.19M Hold
10,840
– – 0.1% 88
2022
Q2 		$4.66M Buy
10,840
+1,225
+13% +$538K 0.1% 90
2022
Q1 		$4.24M Buy
9,615
+2,409
+33% +$977K 0.08% 124
2021
Q4 		$2.56M Buy
+7,206
New +$2.49M 0.05% 186
2019
Q2 		– Sell
-21,385
Closed -$6.42M – 257
2019
Q1 		$6.42M Sell
21,385
-1,888
-8% -$554K 0.21% 70
2018
Q4 		$6.09M Hold
23,273
– – 0.22% 71
2018
Q3 		$8.05M Buy
23,273
+3,714
+19% +$1.2M 0.23% 69
2018
Q2 		$5.78M Buy
19,559
+1,641
+9% +$529K 0.19% 83
2018
Q1 		$6.05M Buy
17,918
+16,516
+1,178% +$5.62M 0.21% 81
2017
Q4 		$450K Buy
+1,402
New +$442K 0.02% 211

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richard Bernstein Advisors's LMT Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 2,942 shares — an estimated $1.47M sold.

Richard Bernstein Advisors first reported a position in LMT in Q4 2017 and held it in 22 quarters. The position peaked at $8.05M in Q3 2018. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Richard Bernstein Advisors reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 2,942 Lockheed Martin shares in Q4 2025, an estimated $1.47M.
  • Richard Bernstein Advisors first reported a position in Lockheed Martin in Q4 2017 and held it in 22 quarters.
  • Richard Bernstein Advisors's Lockheed Martin position peaked at $8.05M in Q3 2018.
  • 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.