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Benjamin F. Edwards & Company’s Lockheed Martin LMT Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$20.3M Buy
43,438
+3,047
+8% +$1.41M 0.36% 80
2024
Q1 		$18.4M Buy
40,391
+1,900
+5% +$833K 0.33% 86
2023
Q4 		$17.4M Buy
38,491
+15,374
+67% +$6.81M 0.35% 84
2023
Q3 		$9.45M Sell
23,117
-1,894
-8% -$840K 0.36% 66
2023
Q2 		$11.5M Buy
25,011
+2,949
+13% +$1.37M 0.44% 52
2023
Q1 		$10.4M Buy
22,062
+5,662
+35% +$2.66M 0.44% 56
2022
Q4 		$7.98M Sell
16,400
-979
-6% -$455K 0.36% 68
2022
Q3 		$6.71M Sell
17,379
-420
-2% -$175K 0.34% 80
2022
Q2 		$7.65M Sell
17,799
-84
-0.5% -$36.9K 0.37% 65
2022
Q1 		$7.89M Buy
17,883
+1,543
+9% +$626K 0.35% 72
2021
Q4 		$5.81M Buy
16,340
+216
+1% +$74.7K 0.26% 87
2021
Q3 		$5.56M Sell
16,124
-296
-2% -$107K 0.28% 78
2021
Q2 		$6.21M Buy
16,420
+437
+3% +$168K 0.32% 76
2021
Q1 		$5.91M Buy
15,983
+849
+6% +$291K 0.32% 73
2020
Q4 		$5.37M Sell
15,134
-2,877
-16% -$1.06M 0.32% 69
2020
Q3 		$6.9M Buy
18,011
+164
+0.9% +$62.6K 0.46% 52
2020
Q2 		$6.51M Buy
17,847
+221
+1% +$83.5K 0.47% 53
2020
Q1 		$5.97M Buy
17,626
+2,978
+20% +$1.17M 0.51% 47
2019
Q4 		$5.7M Sell
14,648
-60
-0.4% -$23K 0.4% 60
2019
Q3 		$5.74M Sell
14,708
-202
-1% -$76K 0.45% 46
2019
Q2 		$5.42M Buy
14,910
+878
+6% +$294K 0.45% 44
2019
Q1 		$4.21M Buy
14,032
+1,285
+10% +$377K 0.38% 58
2018
Q4 		$3.34M Buy
12,747
+631
+5% +$191K 0.35% 71
2018
Q3 		$4.19M Buy
12,116
+1,892
+19% +$610K 0.39% 59
2018
Q2 		$3.02M Buy
10,224
+5,134
+101% +$1.66M 0.3% 81
2018
Q1 		$1.72M Buy
5,090
+406
+9% +$138K 0.18% 132
2017
Q4 		$1.5M Buy
4,684
+553
+13% +$174K 0.16% 147
2017
Q3 		$1.28M Buy
4,131
+722
+21% +$215K 0.15% 145
2017
Q2 		$946K Buy
3,409
+288
+9% +$79.1K 0.12% 170
2017
Q1 		$835K Buy
3,121
+65
+2% +$17K 0.12% 182
2016
Q4 		$764K Buy
3,056
+2,109
+223% +$527K 0.13% 178
2016
Q3 		$227K Buy
947
+173
+22% +$43.3K 0.04% 317
2016
Q2 		$192K Buy
774
+33
+4% +$7.78K 0.04% 316
2016
Q1 		$164K Buy
741
+21
+3% +$4.52K 0.03% 327
2015
Q4 		$156K Buy
720
+1
+0.1% +$217 0.03% 342
2015
Q3 		$149K Sell
719
-619
-46% -$126K 0.03% 346
2015
Q2 		$249K Buy
1,338
+173
+15% +$33.3K 0.05% 305
2015
Q1 		$236K Buy
1,165
+551
+90% +$109K 0.05% 307
2014
Q4 		$118K Hold
614
– – 0.03% 369
2014
Q3 		$112K Hold
614
– – 0.03% 385
2014
Q2 		$99K Hold
614
– – 0.03% 387
2014
Q1 		$100K Buy
614
+38
+7% +$5.97K 0.03% 370
2013
Q4 		$86K Hold
576
– – 0.03% 362
2013
Q3 		$73K Hold
576
– – 0.03% 348
2013
Q2 		$62K Buy
+576
New +$58.8K 0.02% 348

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Benjamin F. Edwards & Company's LMT Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Lockheed Martin (LMT) stake by 7.5% in Q2 2024, buying an estimated $1.41M and bringing the position to 43,438 shares worth $20.3M. The position accounts for 0.36% of the portfolio, ranked #80.

Benjamin F. Edwards & Company first reported a position in LMT in Q2 2013 and has held it in 45 quarters since. 2,428 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Benjamin F. Edwards & Company held 43,438 shares of Lockheed Martin worth $20.3M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 3,047 Lockheed Martin shares in Q2 2024, an estimated $1.41M.
  • Lockheed Martin made up 0.36% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #80 holding.
  • Benjamin F. Edwards & Company first reported a position in Lockheed Martin in Q2 2013 and has held it in 45 quarters since.
  • 2,428 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.