Cassady Schiller Wealth Management’s Lockheed Martin LMT Stock Holding History

Cassady Schiller 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	$94.3K	Buy	194 +43	+28%	+$23.4K	0.03%	162
2024 Q3	$88.3K	Hold	151	–	–	0.03%	161
2024 Q2	$70.5K	Hold	151	–	–	0.03%	172
2024 Q1	$68.7K	Buy	151 +6	+4%	+$2.63K	0.03%	185
2023 Q4	$65.7K	Hold	145	–	–	0.03%	181
2023 Q3	$59.3K	Sell	145 -25	-15%	-$11.1K	0.03%	180
2023 Q2	$78.3K	Hold	170	–	–	0.04%	162
2023 Q1	$80.4K	Sell	170 -5	-3%	-$2.35K	0.04%	157
2022 Q4	$85.1K	Buy	+175	New	+$81.3K	0.05%	142
2022 Q1	–	Sell	-153	Closed	-$54K	–	378
2021 Q4	$54K	Buy	+153	New	+$52.9K	0.03%	196

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Cassady Schiller Wealth Management's LMT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Lockheed Martin (LMT) stake by 28% in Q4 2024, buying an estimated $23.4K and bringing the position to 194 shares worth $94.3K. The position accounts for 0.03% of the portfolio, ranked #162.

Cassady Schiller Wealth Management first reported a position in LMT in Q4 2021 and has held it in 10 quarters since. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Cassady Schiller Wealth Management held 194 shares of Lockheed Martin worth $94.3K as of Q4 2024.
Cassady Schiller Wealth Management bought 43 Lockheed Martin shares in Q4 2024, an estimated $23.4K.
Lockheed Martin made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #162 holding.
Cassady Schiller Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 10 quarters since.
2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.