Bessemer Securities’s Lockheed Martin LMT Stock Holding History

Bessemer Securities’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
2023 Q4	–	Sell	-490	Closed	-$200K	–	66
2023 Q3	$200K	Sell	490 -225	-31%	-$99.8K	0.28%	115
2023 Q2	$329K	Sell	715 -75	-9%	-$34.8K	0.22%	120
2023 Q1	$373K	Hold	790	–	–	0.17%	125
2022 Q4	$384K	Hold	790	–	–	0.17%	121
2022 Q3	$305K	Hold	790	–	–	0.11%	122
2022 Q2	$340K	Hold	790	–	–	0.12%	121
2022 Q1	$349K	Hold	790	–	–	0.1%	118
2021 Q4	$281K	Sell	790 -711	-47%	-$246K	0.08%	119
2021 Q3	$518K	Hold	1,501	–	–	0.18%	103
2021 Q2	$568K	Hold	1,501	–	–	0.22%	98
2021 Q1	$555K	Hold	1,501	–	–	0.23%	96
2020 Q4	$533K	Hold	1,501	–	–	0.22%	51
2020 Q3	$575K	Hold	1,501	–	–	0.27%	46
2020 Q2	$548K	Hold	1,501	–	–	0.28%	44
2020 Q1	$509K	Sell	1,501 -24	-2%	-$9.44K	0.25%	58
2019 Q4	$594K	Hold	1,525	–	–	0.23%	67
2019 Q3	$595K	Hold	1,525	–	–	0.25%	63
2019 Q2	$554K	Hold	1,525	–	–	0.23%	71
2019 Q1	$458K	Hold	1,525	–	–	0.16%	79
2018 Q4	$399K	Buy	+1,525	New	+$463K	0.15%	84

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bessemer Securities's LMT Position: Q4 2023 in Review

Bessemer Securities sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 490 shares — an estimated $200K sold.

Bessemer Securities first reported a position in LMT in Q4 2018 and held it in 20 quarters. The position peaked at $595K in Q3 2019. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

Bessemer Securities reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 490 Lockheed Martin shares in Q4 2023, an estimated $200K.
Bessemer Securities first reported a position in Lockheed Martin in Q4 2018 and held it in 20 quarters.
Bessemer Securities's Lockheed Martin position peaked at $595K in Q3 2019.
2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.