Tortoise Investment Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-201
| Closed | -$101K | – | 902 |
|
|
2025
Q3 | $101K | Sell |
201
-5
| -2% | -$2.27K | 0.01% | 304 |
|
|
2025
Q2 | $95.6K | Buy |
206
+9
| +5% | +$4.21K | 0.01% | 303 |
|
|
2025
Q1 | $88.1K | Buy |
197
+1
| +0.5% | +$460 | 0.01% | 307 |
|
|
2024
Q4 | $95.3K | Buy |
196
+1
| +0.5% | +$545 | 0.01% | 320 |
|
|
2024
Q3 | $114K | Buy |
195
+1
| +0.5% | +$537 | 0.01% | 296 |
|
|
2024
Q2 | $90.7K | Buy |
194
+1
| +0.5% | +$462 | 0.01% | 317 |
|
|
2024
Q1 | $87.9K | Buy |
193
+1
| +0.5% | +$438 | 0.01% | 310 |
|
|
2023
Q4 | $87.1K | Buy |
192
+1
| +0.5% | +$443 | 0.01% | 293 |
|
|
2023
Q3 | $78.1K | Buy |
191
+1
| +0.5% | +$444 | 0.01% | 295 |
|
|
2023
Q2 | $87.5K | Buy |
190
+150
| +375% | +$69.6K | 0.01% | 291 |
|
|
2023
Q1 | $18.9K | Sell |
40
-25
| -38% | -$11.7K | ﹤0.01% | 470 |
|
|
2022
Q4 | $31.6K | Sell |
65
-575
| -90% | -$267K | 0.01% | 383 |
|
|
2022
Q3 | $247K | Buy |
640
+600
| +1,500% | +$251K | 0.05% | 164 |
|
|
2022
Q2 | $17K | Hold |
40
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $18K | Hold |
40
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $14K | Hold |
40
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $14K | Hold |
40
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $15K | Hold |
40
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $15K | Hold |
40
| – | – | ﹤0.01% | 390 |
|
|
2020
Q4 | $14K | Hold |
40
| – | – | ﹤0.01% | 371 |
|
|
2020
Q3 | $15K | Hold |
40
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $15K | Hold |
40
| – | – | ﹤0.01% | 332 |
|
|
2020
Q1 | $14K | Hold |
40
| – | – | ﹤0.01% | 334 |
|
|
2019
Q4 | $16K | Hold |
40
| – | – | ﹤0.01% | 352 |
|
|
2019
Q3 | $16K | Hold |
40
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $15K | Hold |
40
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $12K | Hold |
40
| – | – | ﹤0.01% | 391 |
|
|
2018
Q4 | $10K | Sell |
40
-27
| -40% | -$8.19K | ﹤0.01% | 387 |
|
|
2018
Q3 | $23K | Hold |
67
| – | – | 0.01% | 305 |
|
|
2018
Q2 | $20K | Hold |
67
| – | – | 0.01% | 337 |
|
|
2018
Q1 | $23K | Hold |
67
| – | – | 0.01% | 310 |
|
|
2017
Q4 | $22K | Buy |
67
+40
| +148% | +$12.6K | 0.01% | 314 |
|
|
2017
Q3 | $8K | Hold |
27
| – | – | ﹤0.01% | 385 |
|
|
2017
Q2 | $7K | Hold |
27
| – | – | ﹤0.01% | 385 |
|
|
2017
Q1 | $7K | Sell |
27
-7
| -21% | -$1.83K | ﹤0.01% | 365 |
|
|
2016
Q4 | $8K | Buy |
+34
| New | +$8.5K | ﹤0.01% | 355 |
|
|
2016
Q3 | – | Sell |
-78
| Closed | -$19K | – | 483 |
|
|
2016
Q2 | $19K | Hold |
78
| – | – | 0.01% | 262 |
|
|
2016
Q1 | $17K | Sell |
78
-55
| -41% | -$11.8K | 0.01% | 252 |
|
|
2015
Q4 | $29K | Buy |
133
+78
| +142% | +$16.9K | 0.01% | 241 |
|
|
2015
Q3 | $11K | Hold |
55
| – | – | ﹤0.01% | 286 |
|
|
2015
Q2 | $10K | Buy |
+55
| New | +$10.6K | ﹤0.01% | 313 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | -$2K | – | 456 |
|
|
2014
Q4 | $2K | Buy |
+9
| New | +$1.67K | ﹤0.01% | 429 |
|
Other funds holding LMT
Tortoise Investment Management's LMT Position: Q4 2025 in Review
Tortoise Investment Management sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 201 shares — an estimated $101K sold.
Tortoise Investment Management first reported a position in LMT in Q4 2014 and held it in 42 quarters. The position peaked at $247K in Q3 2022. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.
- Tortoise Investment Management reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 201 Lockheed Martin shares in Q4 2025, an estimated $101K.
- Tortoise Investment Management first reported a position in Lockheed Martin in Q4 2014 and held it in 42 quarters.
- Tortoise Investment Management's Lockheed Martin position peaked at $247K in Q3 2022.
- 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.