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Stonegate Investment Group’s Lockheed Martin LMT Stock Holding History

Stonegate Investment 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 		$796K Buy
1,595
+392
+33% +$178K 0.02% 201
2025
Q2 		$557K Sell
1,203
-230
-16% -$108K 0.01% 233
2025
Q1 		$640K Sell
1,433
-103,657
-99% -$47.7M 0.02% 193
2024
Q4 		$51.1M Buy
105,090
+387
+0.4% +$211K 1.36% 29
2024
Q3 		$61.2M Buy
104,703
+1,846
+2% +$991K 1.61% 26
2024
Q2 		$48M Buy
102,857
+3,576
+4% +$1.65M 1.39% 29
2024
Q1 		$45.2M Buy
99,281
+2,393
+2% +$1.05M 1.42% 25
2023
Q4 		$43.9M Buy
96,888
+2,293
+2% +$1.02M 1.45% 28
2023
Q3 		$38.7M Buy
94,595
+541
+0.6% +$240K 1.41% 26
2023
Q2 		$43.3M Buy
94,054
+30,811
+49% +$14.3M 1.54% 23
2023
Q1 		$29.9M Buy
63,243
+9,510
+18% +$4.46M 1.12% 30
2022
Q4 		$26.1M Sell
53,733
-71,785
-57% -$33.4M 1.13% 27
2022
Q3 		$48.5M Buy
125,518
+1,436
+1% +$600K 2.22% 15
2022
Q2 		$53.4M Sell
124,082
-36
-0% -$15.8K 2.34% 15
2022
Q1 		$54.8M Buy
124,118
+4,072
+3% +$1.65M 1.8% 15
2021
Q4 		$42.7M Buy
+120,046
New +$41.5M 1.79% 16

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

Stonegate Investment Group's LMT Position: Q3 2025 in Review

Stonegate Investment Group increased its Lockheed Martin (LMT) stake by 33% in Q3 2025, buying an estimated $178K and bringing the position to 1,595 shares worth $796K. The position accounts for 0.02% of the portfolio, ranked #201.

Stonegate Investment Group first reported a position in LMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $61.2M in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Stonegate Investment Group held 1,595 shares of Lockheed Martin worth $796K as of Q3 2025.
  • Stonegate Investment Group bought 392 Lockheed Martin shares in Q3 2025, an estimated $178K.
  • Lockheed Martin made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #201 holding.
  • Stonegate Investment Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Lockheed Martin position peaked at $61.2M in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.