Claris Advisors’s Lockheed Martin LMT Stock Holding History

Claris 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
2024 Q4	–	Sell	-63	Closed	-$36.8K	–	672
2024 Q3	$36.8K	Buy	+63	New	+$33.8K	0.02%	144

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

Claris Advisors's LMT Position: Q4 2024 in Review

Claris Advisors sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 63 shares — an estimated $36.8K sold.

Claris Advisors first reported a position in LMT in Q3 2024 and held it in 1 quarter. The position peaked at $36.8K in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Claris Advisors reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 63 Lockheed Martin shares in Q4 2024, an estimated $36.8K.
Claris Advisors first reported a position in Lockheed Martin in Q3 2024 and held it in 1 quarter.
Claris Advisors's Lockheed Martin position peaked at $36.8K in Q3 2024.
2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.