Total Investment Management’s Lockheed Martin LMT Stock Holding History

Total Investment 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
2025 Q3	–	Sell	-195	Closed	-$90.2K	–	516
2025 Q2	$90.2K	Buy	+195	New	+$91.3K	0.01%	120
2024 Q4	–	Sell	-505	Closed	-$295K	–	78
2024 Q3	$295K	Buy	505 +12	+2%	+$6.44K	0.03%	51
2024 Q2	$230K	Buy	493 +14	+3%	+$6.47K	0.03%	58
2024 Q1	$218K	Hold	479	–	–	0.03%	66
2023 Q4	$217K	Sell	479 -12	-2%	-$5.32K	0.03%	64
2023 Q3	$201K	Buy	491 +40	+9%	+$17.7K	0.03%	64
2023 Q2	$207K	Buy	451 +21	+5%	+$9.75K	0.03%	66
2023 Q1	$203K	Buy	+430	New	+$202K	0.04%	61

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

Total Investment Management's LMT Position: Q3 2025 in Review

Total Investment Management sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 195 shares — an estimated $90.2K sold.

Total Investment Management first reported a position in LMT in Q1 2023 and held it in 8 quarters. The position peaked at $295K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Total Investment Management reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 195 Lockheed Martin shares in Q3 2025, an estimated $90.2K.
Total Investment Management first reported a position in Lockheed Martin in Q1 2023 and held it in 8 quarters.
Total Investment Management's Lockheed Martin position peaked at $295K in Q3 2024.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.