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Sierra Ocean’s Lockheed Martin LMT Stock Holding History

Sierra Ocean’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
-93
Closed -$43.3K – 551
2025
Q2 		$43.3K Sell
93
-33
-26% -$15.4K 0.03% 209
2025
Q1 		$56.5K Sell
126
-3
-2% -$1.38K 0.04% 161
2024
Q4 		$63K Buy
+129
New +$70.3K 0.05% 136

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

Sierra Ocean's LMT Position: Q3 2025 in Review

Sierra Ocean sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 93 shares — an estimated $43.3K sold.

Sierra Ocean first reported a position in LMT in Q4 2024 and held it in 3 quarters. The position peaked at $63K in Q4 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Sierra Ocean reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 93 Lockheed Martin shares in Q3 2025, an estimated $43.3K.
  • Sierra Ocean first reported a position in Lockheed Martin in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Lockheed Martin position peaked at $63K in Q4 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.