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Channel Wealth’s Lockheed Martin LMT Stock Holding History

Channel Wealth’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
-363
Closed -$212K – 169
2024
Q3 		$212K Buy
+363
New +$195K 0.07% 149
2024
Q1 		– Sell
-459
Closed -$208K – 191
2023
Q4 		$208K Sell
459
-250
-35% -$111K 0.1% 167
2023
Q3 		$290K Buy
+709
New +$315K 0.16% 121
2023
Q2 		– Sell
-622
Closed -$294K – 202
2023
Q1 		$294K Buy
+622
New +$292K 0.19% 134

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

Channel Wealth's LMT Position: Q4 2024 in Review

Channel Wealth sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 363 shares — an estimated $212K sold.

Channel Wealth first reported a position in LMT in Q1 2023 and held it in 4 quarters. The position peaked at $294K in Q1 2023. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Channel Wealth reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Channel Wealth sold 363 Lockheed Martin shares in Q4 2024, an estimated $212K.
  • Channel Wealth first reported a position in Lockheed Martin in Q1 2023 and held it in 4 quarters.
  • Channel Wealth's Lockheed Martin position peaked at $294K in Q1 2023.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Channel Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.