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Waverton Investment Management’s Lockheed Martin LMT Stock Holding History

Waverton 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
Q4 		– Sell
-2,145
Closed -$1.07M – 57
2025
Q3 		$1.07M Hold
2,145
– – 0.01% 62
2025
Q2 		$993K Hold
2,145
– – 0.01% 68
2025
Q1 		$958K Sell
2,145
-155
-7% -$71.3K 0.01% 67
2024
Q4 		$1.12M Buy
2,300
+365
+19% +$199K 0.02% 65
2024
Q3 		$1.13M Hold
1,935
– – 0.02% 66
2024
Q2 		$904K Sell
1,935
-600
-24% -$277K 0.02% 74
2024
Q1 		$1.15M Buy
2,535
+65
+3% +$28.5K 0.02% 67
2023
Q4 		$1.12M Buy
+2,470
New +$1.09M 0.03% 67
2021
Q1 		– Sell
-35,551
Closed -$12.6M – 56
2020
Q4 		$12.6M Sell
35,551
-54,973
-61% -$20.2M 0.58% 25
2020
Q3 		$34.7M Sell
90,524
-4,433
-5% -$1.69M 1.72% 22
2020
Q2 		$34.7M Sell
94,957
-35,986
-27% -$13.6M 1.88% 21
2020
Q1 		$44.4M Sell
130,943
-72,978
-36% -$28.7M 2.88% 16
2019
Q4 		$79.4M Sell
203,921
-37,291
-15% -$14.3M 4.1% 14
2019
Q3 		$94.1M Buy
241,212
+5,236
+2% +$1.97M 4.81% 9
2019
Q2 		$85.8M Buy
235,976
+144,869
+159% +$48.5M 4.32% 11
2019
Q1 		$27.3M Buy
91,107
+54,705
+150% +$16M 1.43% 22
2018
Q4 		$9.53M Sell
36,402
-770
-2% -$234K 0.58% 24
2018
Q3 		$12.9M Sell
37,172
-72,390
-66% -$23.4M 0.63% 23
2018
Q2 		$32.4M Sell
109,562
-180,573
-62% -$58.2M 1.89% 18
2018
Q1 		$98M Sell
290,135
-17,678
-6% -$6.02M 5.75% 4
2017
Q4 		$98.8M Sell
307,813
-5,711
-2% -$1.8M 5.78% 5
2017
Q3 		$97.3M Sell
313,524
-2,495
-0.8% -$744K 6.04% 5
2017
Q2 		$87.7M Sell
316,019
-1,820
-0.6% -$500K 5.71% 6
2017
Q1 		$85.1M Buy
317,839
+24,788
+8% +$6.49M 5.37% 5
2016
Q4 		$73.2M Buy
293,051
+53,127
+22% +$13.3M 4.8% 5
2016
Q3 		$57.5M Sell
239,924
-14,920
-6% -$3.73M 3.87% 8
2016
Q2 		$63.2M Buy
254,844
+6,108
+2% +$1.44M 4.75% 5
2016
Q1 		$55.1M Buy
248,736
+21,187
+9% +$4.56M 4.21% 8
2015
Q4 		$49.4M Buy
+227,549
New +$49.4M 3.72% 12

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverton Investment Management's LMT Position: Q4 2025 in Review

Waverton Investment Management sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 2,145 shares — an estimated $1.07M sold.

Waverton Investment Management first reported a position in LMT in Q4 2015 and held it in 29 quarters. The position peaked at $98.8M in Q4 2017. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Waverton Investment Management reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 2,145 Lockheed Martin shares in Q4 2025, an estimated $1.07M.
  • Waverton Investment Management first reported a position in Lockheed Martin in Q4 2015 and held it in 29 quarters.
  • Waverton Investment Management's Lockheed Martin position peaked at $98.8M in Q4 2017.
  • 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.