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William Allan Corp’s Lockheed Martin LMT Stock Holding History

William Allan Corp’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
-3,731
Closed -$1.81M – 54
2024
Q4 		$1.81M Buy
3,731
+27
+0.7% +$14.7K 1.11% 34
2024
Q3 		$2.17M Sell
3,704
-18
-0.5% -$9.66K 1.34% 31
2024
Q2 		$1.74M Buy
3,722
+3
+0.1% +$1.39K 1.16% 30
2024
Q1 		$1.69M Buy
3,719
+288
+8% +$126K 1.12% 34
2023
Q4 		$1.55M Buy
3,431
+6
+0.2% +$2.66K 1.12% 34
2023
Q3 		$1.4M Buy
3,425
+95
+3% +$42.1K 1.11% 34
2023
Q2 		$1.53M Buy
3,330
+120
+4% +$55.7K 1.17% 33
2023
Q1 		$1.52M Sell
3,210
-3
-0.1% -$1.41K 1.21% 33
2022
Q4 		$1.56M Buy
3,213
+57
+2% +$26.5K 1.31% 29
2022
Q3 		$1.22M Buy
3,156
+203
+7% +$84.8K 1.13% 31
2022
Q2 		$1.27M Hold
2,953
– – 1.13% 31
2022
Q1 		$1.3M Buy
2,953
+731
+33% +$296K 0.98% 31
2021
Q4 		$790K Buy
+2,222
New +$769K 0.56% 36

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

William Allan Corp's LMT Position: Q1 2025 in Review

William Allan Corp sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 3,731 shares — an estimated $1.81M sold.

William Allan Corp first reported a position in LMT in Q4 2021 and held it in 13 quarters. The position peaked at $2.17M in Q3 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • William Allan Corp reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
  • William Allan Corp sold 3,731 Lockheed Martin shares in Q1 2025, an estimated $1.81M.
  • William Allan Corp first reported a position in Lockheed Martin in Q4 2021 and held it in 13 quarters.
  • William Allan Corp's Lockheed Martin position peaked at $2.17M in Q3 2024.
  • 2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on William Allan Corp's 13F filing for Q1 2025, filed 5 May 2025.