Aristotle Atlantic Partners’s Lockheed Martin LMT Stock Holding History

Aristotle Atlantic 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 Q1	–	Sell	-1,500	Closed	-$680K	–	94
2023 Q4	$680K	Hold	1,500	–	–	0.02%	84
2023 Q3	$613K	Hold	1,500	–	–	0.02%	88
2023 Q2	$691K	Hold	1,500	–	–	0.03%	90
2023 Q1	$709K	Hold	1,500	–	–	0.04%	85
2022 Q4	$730K	Hold	1,500	–	–	0.04%	83
2022 Q3	$579K	Hold	1,500	–	–	0.04%	85
2022 Q2	$645K	Hold	1,500	–	–	0.05%	85
2022 Q1	$662K	Hold	1,500	–	–	0.04%	86
2021 Q4	$533K	Hold	1,500	–	–	0.03%	88
2021 Q3	$518K	Hold	1,500	–	–	0.03%	85
2021 Q2	$568K	Hold	1,500	–	–	0.04%	86
2021 Q1	$554K	Hold	1,500	–	–	0.04%	84
2020 Q4	$532K	Hold	1,500	–	–	0.04%	84
2020 Q3	$575K	Hold	1,500	–	–	0.05%	81
2020 Q2	$547K	Hold	1,500	–	–	0.05%	82
2020 Q1	$508K	Hold	1,500	–	–	0.08%	80
2019 Q4	$584K	Hold	1,500	–	–	0.07%	80
2019 Q3	$585K	Hold	1,500	–	–	0.17%	76
2019 Q2	$545K	Hold	1,500	–	–	0.16%	77
2019 Q1	$450K	Hold	1,500	–	–	0.14%	76
2018 Q4	$393K	Buy	+1,500	New	+$455K	0.14%	76

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

Aristotle Atlantic Partners's LMT Position: Q1 2024 in Review

Aristotle Atlantic Partners sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 1,500 shares — an estimated $680K sold.

Aristotle Atlantic Partners first reported a position in LMT in Q4 2018 and held it in 21 quarters. The position peaked at $730K in Q4 2022. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

Aristotle Atlantic Partners reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
Aristotle Atlantic Partners sold 1,500 Lockheed Martin shares in Q1 2024, an estimated $680K.
Aristotle Atlantic Partners first reported a position in Lockheed Martin in Q4 2018 and held it in 21 quarters.
Aristotle Atlantic Partners's Lockheed Martin position peaked at $730K in Q4 2022.
2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Aristotle Atlantic Partners's 13F filing for Q1 2024, filed 15 May 2024.