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Campbell Wealth Management’s Lockheed Martin LMT Stock Holding History

Campbell Wealth 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
Q4 		$277K Buy
570
+3
+0.5% +$1.64K 0.02% 74
2024
Q3 		$331K Buy
+567
New +$304K 0.03% 46
2024
Q2 		– Sell
-576
Closed -$262K – 73
2024
Q1 		$262K Sell
576
-13
-2% -$5.7K 0.03% 69
2023
Q4 		$267K Buy
589
+82
+16% +$36.3K 0.03% 52
2023
Q3 		$207K Hold
507
– – 0.03% 73
2023
Q2 		$233K Buy
+507
New +$235K 0.03% 60
2023
Q1 		– Sell
-597
Closed -$290K – 77
2022
Q4 		$290K Sell
597
-262
-31% -$122K 0.04% 54
2022
Q3 		$332K Sell
859
-178
-17% -$74.3K 0.05% 45
2022
Q2 		$446K Sell
1,037
-152
-13% -$66.7K 0.06% 27
2022
Q1 		$525K Buy
1,189
+14
+1% +$5.67K 0.06% 30
2021
Q4 		$418K Hold
1,175
– – 0.05% 38
2021
Q3 		$405K Hold
1,175
– – 0.05% 33
2021
Q2 		$445K Buy
1,175
+138
+13% +$53.1K 0.06% 31
2021
Q1 		$383K Hold
1,037
– – 0.05% 35
2020
Q4 		$368K Sell
1,037
-188
-15% -$69.1K 0.05% 34
2020
Q3 		$470K Sell
1,225
-14
-1% -$5.34K 0.08% 29
2020
Q2 		$452K Sell
1,239
-207
-14% -$78.2K 0.08% 28
2020
Q1 		$490K Sell
1,446
-474
-25% -$186K 0.11% 24
2019
Q4 		$748K Hold
1,920
– – 0.15% 23
2019
Q3 		$749K Sell
1,920
-1
-0.1% -$376 0.17% 22
2019
Q2 		$698K Buy
1,921
+1,102
+135% +$369K 0.17% 22
2019
Q1 		$246K Buy
+819
New +$240K 0.07% 47

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Campbell Wealth Management's LMT Position: Q4 2024 in Review

Campbell Wealth Management increased its Lockheed Martin (LMT) stake by 0.53% in Q4 2024, buying an estimated $1.64K and bringing the position to 570 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #74.

Campbell Wealth Management first reported a position in LMT in Q1 2019 and has held it in 22 quarters since. The position peaked at $749K in Q3 2019. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Campbell Wealth Management held 570 shares of Lockheed Martin worth $277K as of Q4 2024.
  • Campbell Wealth Management bought 3 Lockheed Martin shares in Q4 2024, an estimated $1.64K.
  • Lockheed Martin made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #74 holding.
  • Campbell Wealth Management first reported a position in Lockheed Martin in Q1 2019 and has held it in 22 quarters since.
  • Campbell Wealth Management's Lockheed Martin position peaked at $749K in Q3 2019.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.