Torray Investment Partners’s Lockheed Martin LMT Stock Holding History

Torray Investment Partners’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	-6,996	Closed	-$3.24M	–	105
2025 Q2	$3.24M	Sell	6,996 -2,303	-25%	-$1.08M	0.47%	51
2025 Q1	$4.15M	Buy	9,299 +1,271	+16%	+$585K	0.62%	55
2024 Q4	$3.9M	Buy	8,028 +1,860	+30%	+$1.01M	0.56%	57
2024 Q3	$3.61M	Sell	6,168 -485	-7%	-$260K	0.5%	58
2024 Q2	$3.11M	Buy	6,653 +83	+1%	+$38.4K	0.46%	60
2024 Q1	$2.99M	Buy	6,570 +752	+13%	+$330K	0.45%	60
2023 Q4	$2.64M	Sell	5,818 -30	-0.5%	-$13.3K	0.43%	60
2023 Q3	$2.39M	Buy	5,848 +276	+5%	+$122K	0.42%	62
2023 Q2	$2.57M	Buy	5,572 +6	+0.1%	+$2.79K	0.44%	57
2023 Q1	$2.63M	Sell	5,566 -200	-3%	-$93.8K	0.47%	58
2022 Q4	$2.81M	Sell	5,766 -60	-1%	-$27.9K	0.51%	57
2022 Q3	$2.25M	Buy	5,826 +69	+1%	+$28.8K	0.45%	58
2022 Q2	$2.48M	Buy	5,757 +33	+0.6%	+$14.5K	0.47%	61
2022 Q1	$2.53M	Sell	5,724 -2,389	-29%	-$968K	0.41%	65
2021 Q4	$2.88M	Buy	8,113 +2,345	+41%	+$811K	0.43%	58
2021 Q3	$1.99M	Buy	5,768 +54	+0.9%	+$19.5K	0.3%	68
2021 Q2	$2.16M	Sell	5,714 -125	-2%	-$48.1K	0.32%	66
2021 Q1	$2.16M	Buy	5,839 +2,046	+54%	+$702K	0.34%	56
2020 Q4	$1.35M	Sell	3,793 -204	-5%	-$75K	0.22%	87
2020 Q3	$1.53M	Buy	3,997 +141	+4%	+$53.8K	0.28%	75
2020 Q2	$1.41M	Sell	3,856 -237	-6%	-$89.5K	0.27%	77
2020 Q1	$1.39M	Sell	4,093 -1,584	-28%	-$623K	0.31%	68
2019 Q4	$2.21M	Sell	5,677 -141	-2%	-$54.1K	0.38%	61
2019 Q3	$2.27M	Buy	5,818 +26	+0.4%	+$9.78K	0.25%	57
2019 Q2	$2.11M	Buy	5,792 +77	+1%	+$25.8K	0.22%	64
2019 Q1	$1.72M	Sell	5,715 -504	-8%	-$148K	0.18%	71
2018 Q4	$1.63M	Sell	6,219 -199	-3%	-$60.4K	0.19%	65
2018 Q3	$2.22M	Buy	6,418 +734	+13%	+$237K	0.22%	61
2018 Q2	$1.68M	Buy	5,684 +340	+6%	+$110K	0.18%	65
2018 Q1	$1.81M	Sell	5,344 -555	-9%	-$189K	0.19%	61
2017 Q4	$1.89M	Buy	5,899 +559	+10%	+$176K	0.19%	61
2017 Q3	$1.66M	Sell	5,340 -720	-12%	-$215K	0.16%	63
2017 Q2	$1.68M	Hold	6,060	–	–	0.18%	61
2017 Q1	$1.62M	Buy	6,060 +75	+1%	+$19.6K	0.17%	59
2016 Q4	$1.5M	Buy	5,985 +170	+3%	+$42.5K	0.16%	61
2016 Q3	$1.39M	Hold	5,815	–	–	0.15%	60
2016 Q2	$1.44M	Buy	+5,815	New	+$1.37M	0.11%	61
2014 Q4	–	Sell	-5,875	Closed	-$1.07M	–	76
2014 Q3	$1.07M	Hold	5,875	–	–	0.1%	60
2014 Q2	$944K	Hold	5,875	–	–	0.1%	59
2014 Q1	$959K	Sell	5,875 -575	-9%	-$90.3K	0.16%	59
2013 Q4	$959K	Sell	6,450 -750	-10%	-$102K	0.2%	58
2013 Q3	$918K	Hold	7,200	–	–	0.2%	57
2013 Q2	$781K	Buy	+7,200	New	+$735K	0.17%	59

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Torray Investment Partners's LMT Position: Q3 2025 in Review

Torray Investment Partners sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 6,996 shares — an estimated $3.24M sold.

Torray Investment Partners first reported a position in LMT in Q2 2013 and held it in 43 quarters. The position peaked at $4.15M in Q1 2025. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Torray Investment Partners reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
Torray Investment Partners sold 6,996 Lockheed Martin shares in Q3 2025, an estimated $3.24M.
Torray Investment Partners first reported a position in Lockheed Martin in Q2 2013 and held it in 43 quarters.
Torray Investment Partners's Lockheed Martin position peaked at $4.15M in Q1 2025.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Torray Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.