AllGen Financial Advisors’s Lockheed Martin LMT Stock Holding History

AllGen Financial 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 Q4	–	Sell	-468	Closed	-$274K	–	41
2024 Q3	$274K	Buy	468 +18	+4%	+$9.66K	0.09%	36
2024 Q2	$210K	Hold	450	–	–	0.08%	37
2024 Q1	$205K	Sell	450 -26	-5%	-$11.4K	0.08%	38
2023 Q4	$216K	Sell	476 -50	-10%	-$22.2K	0.11%	32
2023 Q3	$215K	Hold	526	–	–	0.15%	30
2023 Q2	$242K	Hold	526	–	–	0.15%	33
2023 Q1	$249K	Sell	526 -19	-3%	-$8.91K	0.17%	32
2022 Q4	$265K	Hold	545	–	–	0.19%	34
2022 Q3	$211K	Hold	545	–	–	0.16%	38
2022 Q2	$234K	Hold	545	–	–	0.19%	33
2022 Q1	$241K	Sell	545 -100	-16%	-$40.5K	0.2%	33
2021 Q4	$229K	Hold	645	–	–	0.17%	37
2021 Q3	$223K	Sell	645 -19	-3%	-$6.88K	0.18%	32
2021 Q2	$251K	Sell	664 -38,037	-98%	-$14.6M	0.19%	32
2021 Q1	$1.05M	Buy	38,701 +38,053	+5,872%	+$13.1M	0.86%	27
2020 Q4	$230K	Buy	+648	New	+$238K	0.21%	32

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllGen Financial Advisors's LMT Position: Q4 2024 in Review

AllGen Financial Advisors sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 468 shares — an estimated $274K sold.

AllGen Financial Advisors first reported a position in LMT in Q4 2020 and held it in 16 quarters. The position peaked at $1.05M in Q1 2021. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

AllGen Financial Advisors reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
AllGen Financial Advisors sold 468 Lockheed Martin shares in Q4 2024, an estimated $274K.
AllGen Financial Advisors first reported a position in Lockheed Martin in Q4 2020 and held it in 16 quarters.
AllGen Financial Advisors's Lockheed Martin position peaked at $1.05M in Q1 2021.
2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on AllGen Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.