Annapolis Financial Services’s Lockheed Martin LMT Stock Holding History

Annapolis Financial Services’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	$1.65K	Buy	3 +1	+50%	+$537	﹤0.01%	356
2024 Q2	$991	Hold	2	–	–	﹤0.01%	351
2024 Q1	$965	Sell	2 -12	-86%	-$5.26K	﹤0.01%	343
2023 Q4	$6.35K	Hold	14	–	–	﹤0.01%	386
2023 Q3	$5.73K	Hold	14	–	–	﹤0.01%	385
2023 Q2	$6.45K	Hold	14	–	–	﹤0.01%	376
2023 Q1	$6.62K	Hold	14	–	–	﹤0.01%	345
2022 Q4	$6.81K	Hold	14	–	–	﹤0.01%	340
2022 Q3	$5K	Buy	+14	New	+$5.85K	﹤0.01%	397
2022 Q2	–	Sell	-213	Closed	-$94K	–	475
2022 Q1	$94K	Hold	213	–	–	0.03%	147
2021 Q4	$76K	Hold	213	–	–	0.02%	161
2021 Q3	$74K	Buy	+213	New	+$77.1K	0.02%	151

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Annapolis Financial Services's LMT Position: Q3 2024 in Review

Annapolis Financial Services increased its Lockheed Martin (LMT) stake by 50% in Q3 2024, buying an estimated $537 and bringing the position to 3 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Annapolis Financial Services first reported a position in LMT in Q3 2021 and has held it in 12 quarters since. The position peaked at $94K in Q1 2022. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

Annapolis Financial Services held 3 shares of Lockheed Martin worth $1.65K as of Q3 2024.
Annapolis Financial Services bought 1 Lockheed Martin share in Q3 2024, an estimated $537.
Lockheed Martin made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #356 holding.
Annapolis Financial Services first reported a position in Lockheed Martin in Q3 2021 and has held it in 12 quarters since.
Annapolis Financial Services's Lockheed Martin position peaked at $94K in Q1 2022.
2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.