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Aspire Wealth Management’s Lockheed Martin LMT Stock Holding History

Aspire Wealth Management’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 		$258K Hold
441
– – 0.14% 85
2024
Q2 		$206K Sell
441
-10
-2% -$4.62K 0.12% 95
2024
Q1 		$205K Buy
+451
New +$198K 0.12% 98
2023
Q3 		– Sell
-441
Closed -$203K – 190
2023
Q2 		$203K Hold
441
– – 0.15% 86
2023
Q1 		$208K Hold
441
– – 0.17% 86
2022
Q4 		$215K Buy
+441
New +$205K 0.19% 82

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

Aspire Wealth Management's LMT Position: Q3 2024 in Review

Aspire Wealth Management held its Lockheed Martin (LMT) position steady in Q3 2024 at 441 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #85.

Aspire Wealth Management first reported a position in LMT in Q4 2022 and has held it in 6 quarters since. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Aspire Wealth Management held 441 shares of Lockheed Martin worth $258K as of Q3 2024.
  • Aspire Wealth Management left its Lockheed Martin share count unchanged in Q3 2024.
  • Lockheed Martin made up 0.14% of Aspire Wealth Management's portfolio in Q3 2024, its #85 holding.
  • Aspire Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 6 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.