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Unison Asset Management’s Lockheed Martin LMT Stock Holding History

Unison 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
2025
Q1 		– Sell
-10,836
Closed -$5.27M – 31
2024
Q4 		$5.27M Buy
10,836
+275
+3% +$150K 2.58% 17
2024
Q3 		$6.17M Sell
10,561
-16
-0.2% -$8.59K 2.93% 15
2024
Q2 		$4.94M Buy
10,577
+77
+0.7% +$35.6K 2.5% 17
2024
Q1 		$4.78M Sell
10,500
-87
-0.8% -$38.1K 2.5% 17
2023
Q4 		$4.8M Hold
10,587
– – 2.82% 16
2023
Q3 		$4.33M Buy
10,587
+149
+1% +$66.1K 2.85% 15
2023
Q2 		$4.81M Buy
10,438
+265
+3% +$123K 3.21% 14
2023
Q1 		$4.81M Buy
10,173
+533
+6% +$250K 3.64% 12
2022
Q4 		$4.69M Hold
9,640
– – 3.89% 13
2022
Q3 		$3.72M Buy
9,640
+946
+11% +$395K 3.35% 15
2022
Q2 		$3.74M Hold
8,694
– – 3.65% 14
2022
Q1 		$3.84M Hold
8,694
– – 3.29% 17
2021
Q4 		$3.09M Hold
8,694
– – 2.55% 19
2021
Q3 		$3M Buy
8,694
+1,793
+26% +$649K 2.67% 19
2021
Q2 		$2.61M Hold
6,901
– – 2.28% 20
2021
Q1 		$2.55M Buy
6,901
+2,345
+51% +$805K 2.36% 20
2020
Q4 		$1.62M Buy
+4,556
New +$1.67M 1.6% 23

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Unison Asset Management's LMT Position: Q1 2025 in Review

Unison Asset Management sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 10,836 shares — an estimated $5.27M sold.

Unison Asset Management first reported a position in LMT in Q4 2020 and held it in 17 quarters. The position peaked at $6.17M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Unison Asset Management reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • Unison Asset Management sold 10,836 Lockheed Martin shares in Q1 2025, an estimated $5.27M.
  • Unison Asset Management first reported a position in Lockheed Martin in Q4 2020 and held it in 17 quarters.
  • Unison Asset Management's Lockheed Martin position peaked at $6.17M in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Unison Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.