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Benedetti & Gucer’s Lockheed Martin LMT Stock Holding History

Benedetti & Gucer’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 		$296K Sell
650
-159
-20% -$69.7K 0.15% 112
2023
Q4 		$367K Hold
809
– – 0.19% 92
2023
Q3 		$331K Buy
809
+34
+4% +$15.1K 0.18% 94
2023
Q2 		$357K Sell
775
-224
-22% -$104K 0.18% 96
2023
Q1 		$472K Buy
+999
New +$468K 0.27% 68
2022
Q2 		– Sell
-543
Closed -$239K – 106
2022
Q1 		$239K Buy
+543
New +$220K 0.16% 83

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

Benedetti & Gucer's LMT Position: Q1 2024 in Review

Benedetti & Gucer reduced its Lockheed Martin (LMT) stake by 20% in Q1 2024, selling an estimated $69.7K and leaving 650 shares worth $296K. The position accounts for 0.15% of the portfolio, ranked #112.

Benedetti & Gucer first reported a position in LMT in Q1 2022 and has held it in 6 quarters since. The position peaked at $472K in Q1 2023. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Benedetti & Gucer held 650 shares of Lockheed Martin worth $296K as of Q1 2024.
  • Benedetti & Gucer sold 159 Lockheed Martin shares in Q1 2024, an estimated $69.7K.
  • Lockheed Martin made up 0.15% of Benedetti & Gucer's portfolio in Q1 2024, its #112 holding.
  • Benedetti & Gucer first reported a position in Lockheed Martin in Q1 2022 and has held it in 6 quarters since.
  • Benedetti & Gucer's Lockheed Martin position peaked at $472K in Q1 2023.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.