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Aletheian Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Aletheian Wealth 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 		– Sell
-2,070
Closed -$967K – 88
2024
Q2 		$967K Buy
2,070
+4
+0.2% +$1.85K 0.51% 48
2024
Q1 		$940K Buy
2,066
+1,187
+135% +$520K 0.51% 49
2023
Q4 		$398K Sell
879
-9
-1% -$3.99K 0.26% 65
2023
Q3 		$363K Buy
+888
New +$394K 0.28% 65

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

Aletheian Wealth Advisors's LMT Position: Q3 2024 in Review

Aletheian Wealth Advisors sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 2,070 shares — an estimated $967K sold.

Aletheian Wealth Advisors first reported a position in LMT in Q3 2023 and held it in 4 quarters. The position peaked at $967K in Q2 2024. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Aletheian Wealth Advisors reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 2,070 Lockheed Martin shares in Q3 2024, an estimated $967K.
  • Aletheian Wealth Advisors first reported a position in Lockheed Martin in Q3 2023 and held it in 4 quarters.
  • Aletheian Wealth Advisors's Lockheed Martin position peaked at $967K in Q2 2024.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.