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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
2021
Q2 		– Sell
-6,000
Closed -$2.22M – 402
2021
Q1 		$2.22M Sell
6,000
-4,000
-40% -$1.37M 0.03% 304
2020
Q4 		$3.55M Buy
+10,000
New +$3.68M 0.06% 253
2018
Q2 		– Sell
-75,000
Closed -$25.3M – 332
2018
Q1 		$25.3M Buy
+75,000
New +$25.5M 0.23% 121

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.