Swiss Life Asset Management’s Lockheed Martin LMT Stock Holding History

Swiss Life 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
2022 Q3	–	Sell	-5	Closed	-$2.15K	–	611
2022 Q2	$2.15K	Buy	+5	New	+$2.19K	﹤0.01%	635
2017 Q4	–	Sell	-22,452	Closed	-$6.96M	–	506
2017 Q3	$6.96M	Sell	22,452 -7,937	-26%	-$2.37M	0.19%	103
2017 Q2	$8.43M	Buy	30,389 +5,718	+23%	+$1.57M	0.22%	97
2017 Q1	$6.6M	Buy	24,671 +21,809	+762%	+$5.71M	0.18%	99
2016 Q4	$715K	Sell	2,862 -2,926	-51%	-$731K	0.02%	299
2016 Q3	$1.39M	Sell	5,788 -9,611	-62%	-$2.41M	0.05%	190
2016 Q2	$3.81M	Buy	15,399 +1,232	+9%	+$290K	0.16%	102
2016 Q1	$3.14M	Buy	14,167 +8,671	+158%	+$1.87M	0.13%	104
2015 Q4	$1.19M	Buy	5,496 +2,704	+97%	+$587K	0.05%	136
2015 Q3	$579K	Buy	+2,792	New	+$568K	0.03%	192
2015 Q2	–	Sell	-1,223	Closed	-$248K	–	299
2015 Q1	$248K	Buy	+1,223	New	+$241K	0.01%	220

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Swiss Life Asset Management's LMT Position: Q3 2022 in Review

Swiss Life Asset Management sold out of Lockheed Martin (LMT) in Q3 2022, closing a stake of 5 shares — an estimated $2.15K sold.

Swiss Life Asset Management first reported a position in LMT in Q1 2015 and held it in 11 quarters. The position peaked at $8.43M in Q2 2017. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

Swiss Life Asset Management reported no remaining Lockheed Martin position as of Q3 2022 after selling out during the quarter.
Swiss Life Asset Management sold 5 Lockheed Martin shares in Q3 2022, an estimated $2.15K.
Swiss Life Asset Management first reported a position in Lockheed Martin in Q1 2015 and held it in 11 quarters.
Swiss Life Asset Management's Lockheed Martin position peaked at $8.43M in Q2 2017.
2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Swiss Life Asset Management's 13F filing for Q3 2022, filed 9 Dec 2025.