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Scopus Asset Management’s Lockheed Martin LMT Stock Holding History

Scopus Asset Management’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
-9,833
Closed -$4.55M – 321
2025
Q2 		$4.55M Buy
+9,833
New +$4.6M 0.08% 224
2024
Q4 		– Sell
-20,000
Closed -$11.7M – 274
2024
Q3 		$11.7M Buy
+20,000
New +$10.7M 0.21% 137
2023
Q2 		– Sell
-24,445
Closed -$11.6M – 236
2023
Q1 		$11.6M Buy
24,445
+220
+0.9% +$103K 0.28% 128
2022
Q4 		$11.8M Buy
+24,225
New +$11.3M 0.32% 116
2022
Q3 		– Sell
-45,487
Closed -$19.6M – 214
2022
Q2 		$19.6M Buy
45,487
+34,100
+299% +$15M 1.08% 30
2022
Q1 		$5.03M Buy
+11,387
New +$4.62M 0.12% 192
2021
Q3 		– Sell
-18,000
Closed -$6.81M – 412
2021
Q2 		$6.81M Sell
18,000
-8,565
-32% -$3.29M 0.09% 216
2021
Q1 		$9.82M Sell
26,565
-11,060
-29% -$3.79M 0.12% 189
2020
Q4 		$13.4M Buy
37,625
+12,625
+51% +$4.64M 0.21% 140
2020
Q3 		$9.58M Sell
25,000
-3,400
-12% -$1.3M 0.19% 140
2020
Q2 		$10.4M Buy
28,400
+900
+3% +$340K 0.29% 110
2020
Q1 		$9.32M Sell
27,500
-2,500
-8% -$983K 0.8% 49
2019
Q4 		$11.7M Buy
+30,000
New +$11.5M 0.38% 87
2019
Q3 		– Sell
-79,900
Closed -$29M – 166
2019
Q2 		$29M Buy
+79,900
New +$26.7M 0.83% 41
2018
Q2 		– Sell
-170,905
Closed -$57.8M – 331
2018
Q1 		$57.8M Buy
170,905
+40,905
+31% +$13.9M 0.53% 52
2017
Q4 		$41.7M Buy
130,000
+25,000
+24% +$7.88M 0.39% 75
2017
Q3 		$32.6M Buy
+105,000
New +$31.3M 0.34% 82
2017
Q2 		– Sell
-170,000
Closed -$45.5M – 290
2017
Q1 		$45.5M Buy
170,000
+145,000
+580% +$38M 0.69% 46
2016
Q4 		$6.25M Buy
+25,000
New +$6.25M 0.14% 129
2016
Q3 		– Sell
-85,000
Closed -$21.1M – 225
2016
Q2 		$21.1M Buy
+85,000
New +$20M 0.28% 84

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

Scopus Asset Management's LMT Position: Q3 2025 in Review

Scopus Asset Management sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 9,833 shares — an estimated $4.55M sold.

Scopus Asset Management first reported a position in LMT in Q2 2016 and held it in 20 quarters. The position peaked at $57.8M in Q1 2018. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Scopus Asset Management reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Scopus Asset Management sold 9,833 Lockheed Martin shares in Q3 2025, an estimated $4.55M.
  • Scopus Asset Management first reported a position in Lockheed Martin in Q2 2016 and held it in 20 quarters.
  • Scopus Asset Management's Lockheed Martin position peaked at $57.8M in Q1 2018.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Scopus Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.