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Sage Capital Advisors’s Lockheed Martin LMT Stock Holding History

Sage Capital 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
Q1 		– Sell
-10,039
Closed -$4.88M – 139
2024
Q4 		$4.88M Buy
10,039
+32
+0.3% +$17.4K 1.27% 27
2024
Q3 		$5.85M Buy
10,007
+307
+3% +$165K 1.53% 22
2024
Q2 		$4.53M Buy
9,700
+1,608
+20% +$743K 1.3% 23
2024
Q1 		$3.68M Buy
8,092
+7,458
+1,176% +$3.27M 1.07% 33
2023
Q4 		$287K Buy
634
+20
+3% +$8.86K 0.09% 112
2023
Q3 		$251K Hold
614
– – 0.09% 113
2023
Q2 		$283K Sell
614
-2
-0.3% -$928 0.1% 112
2023
Q1 		$291K Hold
616
– – 0.11% 106
2022
Q4 		$300K Buy
616
+2
+0.3% +$929 0.13% 101
2022
Q3 		$237K Buy
614
+100
+19% +$41.8K 0.12% 108
2022
Q2 		$221K Sell
514
-36
-7% -$15.8K 0.11% 95
2022
Q1 		$254K Sell
550
-10,313
-95% -$4.18M 0.1% 93
2021
Q4 		$4.1M Buy
10,863
+1,240
+13% +$429K 1.56% 25
2021
Q3 		$3.32M Buy
9,623
+102
+1% +$36.9K 1.41% 29
2021
Q2 		$3.63M Buy
9,521
+882
+10% +$339K 1.48% 28
2021
Q1 		$3.19M Buy
8,639
+3
+0% +$1.03K 1.43% 30
2020
Q4 		$2.91M Buy
8,636
+27
+0.3% +$9.93K 1.44% 25
2020
Q3 		$3.3M Buy
8,609
+4,113
+91% +$1.57M 2.01% 11
2020
Q2 		$1.64M Buy
4,496
+31
+0.7% +$11.7K 1.05% 30
2020
Q1 		$1.51M Buy
+4,465
New +$1.76M 1.24% 25

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sage Capital Advisors's LMT Position: Q1 2025 in Review

Sage Capital Advisors sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 10,039 shares — an estimated $4.88M sold.

Sage Capital Advisors first reported a position in LMT in Q1 2020 and held it in 20 quarters. The position peaked at $5.85M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Sage Capital Advisors reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Sage Capital Advisors sold 10,039 Lockheed Martin shares in Q1 2025, an estimated $4.88M.
  • Sage Capital Advisors first reported a position in Lockheed Martin in Q1 2020 and held it in 20 quarters.
  • Sage Capital Advisors's Lockheed Martin position peaked at $5.85M in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Sage Capital Advisors's 13F filing for Q1 2025, filed 4 Apr 2025.