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Benchmark Investment Advisors’s Lockheed Martin LMT Stock Holding History

Benchmark Investment Advisors’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
-1,031
Closed -$467K – 92
2023
Q4 		$467K Sell
1,031
-703
-41% -$311K 0.43% 56
2023
Q3 		$709K Buy
1,734
+46
+3% +$20.4K 0.72% 42
2023
Q2 		$777K Buy
+1,688
New +$784K 0.72% 41

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

Benchmark Investment Advisors's LMT Position: Q1 2024 in Review

Benchmark Investment Advisors sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 1,031 shares — an estimated $467K sold.

Benchmark Investment Advisors first reported a position in LMT in Q2 2023 and held it in 3 quarters. The position peaked at $777K in Q2 2023. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Benchmark Investment Advisors reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 1,031 Lockheed Martin shares in Q1 2024, an estimated $467K.
  • Benchmark Investment Advisors first reported a position in Lockheed Martin in Q2 2023 and held it in 3 quarters.
  • Benchmark Investment Advisors's Lockheed Martin position peaked at $777K in Q2 2023.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Benchmark Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.