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Abacus Wealth Partners’s Lockheed Martin LMT Stock Holding History

Abacus Wealth Partners’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
Q2 		– Sell
-525
Closed -$239K – 89
2024
Q1 		$239K Sell
525
-55
-9% -$24.1K 0.04% 79
2023
Q4 		$263K Hold
580
– – 0.04% 63
2023
Q3 		$237K Sell
580
-6
-1% -$2.66K 0.07% 64
2023
Q2 		$270K Sell
586
-4
-0.7% -$1.86K 0.08% 68
2023
Q1 		$269K Buy
590
+10
+2% +$4.69K 0.09% 70
2022
Q4 		$282K Sell
580
-246
-30% -$114K 0.1% 54
2022
Q3 		$319K Sell
826
-5
-0.6% -$2.09K 0.17% 49
2022
Q2 		$357K Buy
831
+2
+0.2% +$878 0.19% 45
2022
Q1 		$366K Buy
829
+1
+0.1% +$405 0.16% 51
2021
Q4 		$294K Sell
828
-115
-12% -$39.8K 0.1% 80
2021
Q3 		$326K Buy
943
+101
+12% +$36.6K 0.12% 68
2021
Q2 		$319K Sell
842
-37
-4% -$14.2K 0.12% 70
2021
Q1 		$325K Buy
+879
New +$302K 0.23% 60

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

Abacus Wealth Partners's LMT Position: Q2 2024 in Review

Abacus Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 525 shares — an estimated $239K sold.

Abacus Wealth Partners first reported a position in LMT in Q1 2021 and held it in 13 quarters. The position peaked at $366K in Q1 2022. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Abacus Wealth Partners reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • Abacus Wealth Partners sold 525 Lockheed Martin shares in Q2 2024, an estimated $239K.
  • Abacus Wealth Partners first reported a position in Lockheed Martin in Q1 2021 and held it in 13 quarters.
  • Abacus Wealth Partners's Lockheed Martin position peaked at $366K in Q1 2022.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Abacus Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.