Catalyst Capital Advisors’s Lockheed Martin LMT Stock Holding History

Catalyst Capital Advisors’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
2017 Q4	–	Sell	-21	Closed	-$122K	–	461
2017 Q3	$122K	Hold	21	–	–	0.01%	266
2017 Q2	$66K	Hold	21	–	–	﹤0.01%	307
2017 Q1	$58K	Buy	+21	New	+$5.5K	﹤0.01%	311
2016 Q3	–	Sell	-180	Closed	-$203K	–	487
2016 Q2	$203K	Buy	+180	New	+$42.4K	0.04%	256

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Catalyst Capital Advisors's LMT Position: Q3 2024 in Review

Catalyst Capital Advisors sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 2,333 shares — an estimated $1.09M sold.

Catalyst Capital Advisors first reported a position in LMT in Q2 2014 and held it in 32 quarters. The position peaked at $11.7M in Q3 2019. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

Catalyst Capital Advisors reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
Catalyst Capital Advisors sold 2,333 Lockheed Martin shares in Q3 2024, an estimated $1.09M.
Catalyst Capital Advisors first reported a position in Lockheed Martin in Q2 2014 and held it in 32 quarters.
Catalyst Capital Advisors's Lockheed Martin position peaked at $11.7M in Q3 2019.
2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Catalyst Capital Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.