WCM Investment Management
LMT icon

WCM Investment Management’s Lockheed Martin LMT Stock Holding History

WCM 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
Q2 		– Sell
-4,515
Closed -$1.99M – 262
2025
Q1 		$1.99M Sell
4,515
-368
-8% -$169K 0.01% 229
2024
Q4 		$2.36M Buy
4,883
+1,298
+36% +$708K 0.01% 225
2024
Q3 		$2.09M Buy
3,585
+2,726
+317% +$1.46M ﹤0.01% 200
2024
Q2 		$401K Buy
859
+346
+67% +$160K ﹤0.01% 239
2024
Q1 		$233K Buy
+513
New +$225K ﹤0.01% 236

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM Investment Management's LMT Position: Q2 2025 in Review

WCM Investment Management sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 4,515 shares — an estimated $1.99M sold.

WCM Investment Management first reported a position in LMT in Q1 2024 and held it in 5 quarters. The position peaked at $2.36M in Q4 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • WCM Investment Management reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 4,515 Lockheed Martin shares in Q2 2025, an estimated $1.99M.
  • WCM Investment Management first reported a position in Lockheed Martin in Q1 2024 and held it in 5 quarters.
  • WCM Investment Management's Lockheed Martin position peaked at $2.36M in Q4 2024.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.