Callan Capital’s Lockheed Martin LMT Stock Holding History

Callan Capital’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 Q4	–	Sell	-343	Closed	-$201K	–	361
2024 Q3	$201K	Buy	+343	New	+$184K	0.01%	336

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Callan Capital's LMT Position: Q4 2024 in Review

Callan Capital sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 343 shares — an estimated $201K sold.

Callan Capital first reported a position in LMT in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 2,693 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Callan Capital reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Callan Capital sold 343 Lockheed Martin shares in Q4 2024, an estimated $201K.
Callan Capital first reported a position in Lockheed Martin in Q3 2024 and held it in 1 quarter.
Callan Capital's Lockheed Martin position peaked at $201K in Q3 2024.
2,693 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Callan Capital's 13F filing for Q4 2024, filed 3 Feb 2025.