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Capital Group Investment Management’s Lockheed Martin LMT Stock Holding History

Capital Group Investment 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
2023
Q4 		– Sell
-867
Closed -$355K – 195
2023
Q3 		$355K Hold
867
– – 0.02% 185
2023
Q2 		$399K Sell
867
-13
-1% -$6.03K 0.02% 186
2023
Q1 		$416K Sell
880
-81
-8% -$38K 0.02% 190
2022
Q4 		$468K Buy
+961
New +$447K 0.02% 193

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital Group Investment Management's LMT Position: Q4 2023 in Review

Capital Group Investment Management sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 867 shares — an estimated $355K sold.

Capital Group Investment Management first reported a position in LMT in Q4 2022 and held it in 4 quarters. The position peaked at $468K in Q4 2022. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

  • Capital Group Investment Management reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
  • Capital Group Investment Management sold 867 Lockheed Martin shares in Q4 2023, an estimated $355K.
  • Capital Group Investment Management first reported a position in Lockheed Martin in Q4 2022 and held it in 4 quarters.
  • Capital Group Investment Management's Lockheed Martin position peaked at $468K in Q4 2022.
  • 2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Capital Group Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.