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Boston Mountain Money Management’s Lockheed Martin LMT Stock Holding History

Boston Mountain Money 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
Q3 		$395K Buy
675
+54
+9% +$29K 0.23% 39
2024
Q2 		$290K Buy
621
+1
+0.2% +$462 0.19% 44
2024
Q1 		$282K Buy
+620
New +$272K 0.19% 46

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

Boston Mountain Money Management's LMT Position: Q3 2024 in Review

Boston Mountain Money Management increased its Lockheed Martin (LMT) stake by 8.7% in Q3 2024, buying an estimated $29K and bringing the position to 675 shares worth $395K. The position accounts for 0.23% of the portfolio, ranked #39.

Boston Mountain Money Management first reported a position in LMT in Q1 2024 and has held it in 3 quarters since. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Boston Mountain Money Management held 675 shares of Lockheed Martin worth $395K as of Q3 2024.
  • Boston Mountain Money Management bought 54 Lockheed Martin shares in Q3 2024, an estimated $29K.
  • Lockheed Martin made up 0.23% of Boston Mountain Money Management's portfolio in Q3 2024, its #39 holding.
  • Boston Mountain Money Management first reported a position in Lockheed Martin in Q1 2024 and has held it in 3 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.