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Alera Investment Advisors’s Lockheed Martin LMT Stock Holding History

Alera Investment Advisors’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 		$534K Buy
914
+63
+7% +$33.8K 0.06% 130
2024
Q2 		$398K Buy
+851
New +$393K 0.05% 162
2019
Q2 		– Sell
-47
Closed -$14K – 591
2019
Q1 		$14K Sell
47
-10
-18% -$2.93K 0.01% 387
2018
Q4 		$15K Buy
+57
New +$17.3K 0.01% 348

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

Alera Investment Advisors's LMT Position: Q3 2024 in Review

Alera Investment Advisors increased its Lockheed Martin (LMT) stake by 7.4% in Q3 2024, buying an estimated $33.8K and bringing the position to 914 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #130.

Alera Investment Advisors first reported a position in LMT in Q4 2018 and has held it in 4 quarters since. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Alera Investment Advisors held 914 shares of Lockheed Martin worth $534K as of Q3 2024.
  • Alera Investment Advisors bought 63 Lockheed Martin shares in Q3 2024, an estimated $33.8K.
  • Lockheed Martin made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #130 holding.
  • Alera Investment Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 4 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.