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Avitas Wealth Management’s Lockheed Martin LMT Stock Holding History

Avitas 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
Q4 		$2.58M Buy
5,309
+24
+0.5% +$13.1K 0.36% 73
2024
Q3 		$3.09M Buy
5,285
+51
+1% +$27.4K 0.43% 61
2024
Q2 		$2.44M Sell
5,234
-16
-0.3% -$7.39K 0.36% 72
2024
Q1 		$2.39M Buy
5,250
+42
+0.8% +$18.4K 0.36% 72
2023
Q4 		$2.36M Buy
5,208
+122
+2% +$54.1K 0.39% 70
2023
Q3 		$2.08M Sell
5,086
-1,058
-17% -$469K 0.4% 74
2023
Q2 		$2.83M Buy
6,144
+75
+1% +$34.8K 0.51% 51
2023
Q1 		$2.87M Buy
6,069
+8
+0.1% +$3.75K 0.56% 48
2022
Q4 		$2.95M Buy
6,061
+1,421
+31% +$660K 0.62% 47
2022
Q3 		$1.79M Buy
+4,640
New +$1.94M 0.41% 74
2021
Q1 		– Sell
-1,893
Closed -$672K – 217
2020
Q4 		$672K Buy
1,893
+61
+3% +$22.4K 0.14% 172
2020
Q3 		$702K Buy
1,832
+82
+5% +$31.3K 0.2% 127
2020
Q2 		$639K Sell
1,750
-16
-0.9% -$6.04K 0.21% 123
2020
Q1 		$599K Sell
1,766
-1,934
-52% -$761K 0.27% 92
2019
Q4 		$1.44M Sell
3,700
-3
-0.1% -$1.15K 0.37% 96
2019
Q3 		$1.44M Buy
3,703
+22
+0.6% +$8.27K 0.4% 93
2019
Q2 		$1.34M Sell
3,681
-106
-3% -$35.5K 0.37% 97
2019
Q1 		$1.14M Sell
3,787
-258
-6% -$75.7K 0.33% 97
2018
Q4 		$1.06M Buy
4,045
+597
+17% +$181K 0.35% 99
2018
Q3 		$1.19M Buy
3,448
+297
+9% +$95.8K 0.34% 102
2018
Q2 		$931K Buy
+3,151
New +$1.02M 0.29% 109

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avitas Wealth Management's LMT Position: Q4 2024 in Review

Avitas Wealth Management increased its Lockheed Martin (LMT) stake by 0.45% in Q4 2024, buying an estimated $13.1K and bringing the position to 5,309 shares worth $2.58M. The position accounts for 0.36% of the portfolio, ranked #73.

Avitas Wealth Management first reported a position in LMT in Q2 2018 and has held it in 21 quarters since. The position peaked at $3.09M in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Avitas Wealth Management held 5,309 shares of Lockheed Martin worth $2.58M as of Q4 2024.
  • Avitas Wealth Management bought 24 Lockheed Martin shares in Q4 2024, an estimated $13.1K.
  • Lockheed Martin made up 0.36% of Avitas Wealth Management's portfolio in Q4 2024, its #73 holding.
  • Avitas Wealth Management first reported a position in Lockheed Martin in Q2 2018 and has held it in 21 quarters since.
  • Avitas Wealth Management's Lockheed Martin position peaked at $3.09M in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.