Virtus Investment Advisers’s Lockheed Martin LMT Stock Holding History

Virtus Investment Advisers’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	-2,899	Closed	-$1.34M	–	460
2025 Q2	$1.34M	Buy	+2,899	New	+$1.36M	0.45%	121
2025 Q1	–	Sell	-240	Closed	-$117K	–	586
2024 Q4	$117K	Sell	240 -300	-56%	-$164K	0.09%	245
2024 Q3	$316K	Hold	540	–	–	0.25%	135
2024 Q2	$252K	Buy	+540	New	+$250K	0.21%	147
2018 Q1	–	Sell	-8,273	Closed	-$2.66M	–	260
2017 Q4	$2.66M	Sell	8,273 -2,526	-23%	-$796K	0.29%	116
2017 Q3	$3.35M	Sell	10,799 -1,439	-12%	-$429K	0.35%	92
2017 Q2	$3.4M	Sell	12,238 -2,039	-14%	-$560K	0.33%	103
2017 Q1	$3.82M	Sell	14,277 -1,536	-10%	-$402K	0.34%	103
2016 Q4	$3.95M	Buy	15,813 +4,682	+42%	+$1.17M	0.31%	115
2016 Q3	$2.67M	Buy	+11,131	New	+$2.79M	0.17%	183

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

Virtus Investment Advisers's LMT Position: Q3 2025 in Review

Virtus Investment Advisers sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 2,899 shares — an estimated $1.34M sold.

Virtus Investment Advisers first reported a position in LMT in Q3 2016 and held it in 10 quarters. The position peaked at $3.95M in Q4 2016. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Virtus Investment Advisers reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
Virtus Investment Advisers sold 2,899 Lockheed Martin shares in Q3 2025, an estimated $1.34M.
Virtus Investment Advisers first reported a position in Lockheed Martin in Q3 2016 and held it in 10 quarters.
Virtus Investment Advisers's Lockheed Martin position peaked at $3.95M in Q4 2016.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Virtus Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.