9WM
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9258 Wealth Management’s Lockheed Martin LMT Stock Holding History

9258 Wealth 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
2024
Q3 		$1.6M Sell
2,730
-38
-1% -$20.4K 0.24% 86
2024
Q2 		$1.29M Sell
2,768
-3
-0.1% -$1.39K 0.2% 98
2024
Q1 		$1.26M Sell
2,771
-128
-4% -$56.1K 0.2% 99
2023
Q4 		$1.31M Sell
2,899
-119
-4% -$52.7K 0.23% 87
2023
Q3 		$1.23M Sell
3,018
-42
-1% -$18.6K 0.24% 82
2023
Q2 		$1.41M Sell
3,060
-50
-2% -$23.2K 0.27% 76
2023
Q1 		$1.47M Sell
3,110
-51
-2% -$23.9K 0.3% 65
2022
Q4 		$1.54M Buy
3,161
+211
+7% +$98K 0.33% 67
2022
Q3 		$1.14M Sell
2,950
-228
-7% -$95.2K 0.29% 76
2022
Q2 		$1.37M Buy
3,178
+67
+2% +$29.4K 0.35% 69
2022
Q1 		$1.37M Sell
3,111
-5
-0.2% -$2.03K 0.32% 67
2021
Q4 		$1.11M Sell
3,116
-215
-6% -$74.4K 0.25% 88
2021
Q3 		$1.15M Buy
3,331
+126
+4% +$45.6K 0.31% 70
2021
Q2 		$1.21M Buy
3,205
+105
+3% +$40.4K 0.33% 66
2021
Q1 		$1.15M Buy
3,100
+185
+6% +$63.5K 0.34% 66
2020
Q4 		$1.03M Buy
2,915
+840
+40% +$309K 0.34% 67
2020
Q3 		$726K Buy
2,075
+84
+4% +$32.1K 0.27% 87
2020
Q2 		$727K Sell
1,991
-139
-7% -$52.5K 0.29% 90
2020
Q1 		$806K Buy
2,130
+406
+24% +$160K 0.35% 73
2019
Q4 		$671K Buy
+1,724
New +$662K 0.25% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

9258 Wealth Management's LMT Position: Q3 2024 in Review

9258 Wealth Management reduced its Lockheed Martin (LMT) stake by 1.4% in Q3 2024, selling an estimated $20.4K and leaving 2,730 shares worth $1.6M. The position accounts for 0.24% of the portfolio, ranked #86.

9258 Wealth Management first reported a position in LMT in Q4 2019 and has held it in 20 quarters since. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • 9258 Wealth Management held 2,730 shares of Lockheed Martin worth $1.6M as of Q3 2024.
  • 9258 Wealth Management sold 38 Lockheed Martin shares in Q3 2024, an estimated $20.4K.
  • Lockheed Martin made up 0.24% of 9258 Wealth Management's portfolio in Q3 2024, its #86 holding.
  • 9258 Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 20 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.