Aspire Private Capital’s Lockheed Martin LMT Stock Holding History

Aspire Private Capital’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	-19	Closed	-$11.1K	–	437
2024 Q3	$11.1K	Buy	19 +6	+46%	+$3.22K	﹤0.01%	370
2024 Q2	$6.07K	Buy	13 +3	+30%	+$1.39K	﹤0.01%	443
2024 Q1	$4.55K	Hold	10	–	–	﹤0.01%	499
2023 Q4	$4.53K	Buy	+10	New	+$4.43K	﹤0.01%	479
2021 Q1	–	Sell	-318	Closed	-$113K	–	577
2020 Q4	$113K	Buy	318 +3	+1%	+$1.1K	0.04%	175
2020 Q3	$121K	Buy	315 +89	+39%	+$34K	0.05%	151
2020 Q2	$82K	Buy	226 +48	+27%	+$18.1K	0.04%	151
2020 Q1	$60K	Buy	+178	New	+$70K	0.03%	145
2019 Q2	–	Sell	-130	Closed	-$39K	–	591
2019 Q1	$39K	Sell	130 -5	-4%	-$1.47K	0.02%	245
2018 Q4	$35K	Buy	+135	New	+$41K	0.02%	237

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

Aspire Private Capital's LMT Position: Q4 2024 in Review

Aspire Private Capital sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 19 shares — an estimated $11.1K sold.

Aspire Private Capital first reported a position in LMT in Q4 2018 and held it in 10 quarters. The position peaked at $121K in Q3 2020. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Aspire Private Capital reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 19 Lockheed Martin shares in Q4 2024, an estimated $11.1K.
Aspire Private Capital first reported a position in Lockheed Martin in Q4 2018 and held it in 10 quarters.
Aspire Private Capital's Lockheed Martin position peaked at $121K in Q3 2020.
2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.