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Sonora Investment Management Group’s Lockheed Martin LMT Stock Holding History

Sonora Investment Management Group’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 		$20.1M Sell
40,213
-132
-0.3% -$59.9K 1.42% 20
2025
Q2 		$18.7M Buy
40,345
+58
+0.1% +$27.1K 1.39% 22
2025
Q1 		$18M Buy
40,287
+1,385
+4% +$638K 1.42% 20
2024
Q4 		$18.9M Buy
38,902
+440
+1% +$240K 1.45% 20
2024
Q3 		$22.5M Buy
38,462
+1,256
+3% +$674K 1.67% 14
2024
Q2 		$16.9M Hold
37,206
– – 1.32% 20
2024
Q1 		$16.9M Buy
37,206
+687
+2% +$301K 1.32% 20
2023
Q4 		$16.6M Buy
36,519
+1,832
+5% +$812K 1.35% 18
2023
Q3 		$14.2M Buy
34,687
+480
+1% +$213K 1.21% 26
2023
Q2 		$15.7M Buy
34,207
+816
+2% +$379K 1.32% 19
2023
Q1 		$15.8M Buy
33,391
+447
+1% +$210K 1.38% 15
2022
Q4 		$16M Buy
32,944
+503
+2% +$234K 1.46% 15
2022
Q3 		$13.9M Buy
32,441
+30
+0.1% +$12.5K 1.79% 12
2022
Q2 		$13.9M Buy
32,411
+1,325
+4% +$582K 1.32% 20
2022
Q1 		$13.7M Buy
31,086
+1,630
+6% +$661K 1.55% 15
2021
Q4 		$10.5M Buy
+29,456
New +$10.2M 1.22% 27

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

Sonora Investment Management Group's LMT Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Lockheed Martin (LMT) stake by 0.33% in Q3 2025, selling an estimated $59.9K and leaving 40,213 shares worth $20.1M. The position accounts for 1.42% of the portfolio, ranked #20.

Sonora Investment Management Group first reported a position in LMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $22.5M in Q3 2024. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Sonora Investment Management Group held 40,213 shares of Lockheed Martin worth $20.1M as of Q3 2025.
  • Sonora Investment Management Group sold 132 Lockheed Martin shares in Q3 2025, an estimated $59.9K.
  • Lockheed Martin made up 1.42% of Sonora Investment Management Group's portfolio in Q3 2025, its #20 holding.
  • Sonora Investment Management Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Lockheed Martin position peaked at $22.5M in Q3 2024.
  • 2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.