TwinBeech Capital’s Lockheed Martin LMT Stock Holding History

TwinBeech Capital’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	-675	Closed	-$313K	–	711
2025 Q2	$313K	Sell	675 -20,148	-97%	-$9.43M	0.01%	547
2025 Q1	$9.3M	Sell	20,823 -30,824	-60%	-$14.2M	0.17%	155
2024 Q4	$25.1M	Buy	+51,647	New	+$28.2M	0.43%	78
2023 Q4	–	Sell	-29,693	Closed	-$12.1M	–	786
2023 Q3	$12.1M	Buy	29,693 +11,124	+60%	+$4.94M	0.23%	122
2023 Q2	$8.55M	Sell	18,569 -15,978	-46%	-$7.42M	0.17%	165
2023 Q1	$16.3M	Buy	34,547 +32,734	+1,806%	+$15.4M	0.33%	93
2022 Q4	$882K	Buy	1,813 +1,198	+195%	+$557K	0.02%	529
2022 Q3	$238K	Buy	+615	New	+$257K	0.01%	577
2020 Q3	–	Sell	-6,497	Closed	-$2.37M	–	516
2020 Q2	$2.37M	Buy	+6,497	New	+$2.45M	0.52%	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

TwinBeech Capital's LMT Position: Q3 2025 in Review

TwinBeech Capital sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 675 shares — an estimated $313K sold.

TwinBeech Capital first reported a position in LMT in Q2 2020 and held it in 9 quarters. The position peaked at $25.1M in Q4 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

TwinBeech Capital reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 675 Lockheed Martin shares in Q3 2025, an estimated $313K.
TwinBeech Capital first reported a position in Lockheed Martin in Q2 2020 and held it in 9 quarters.
TwinBeech Capital's Lockheed Martin position peaked at $25.1M in Q4 2024.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.