Clean Yield Group’s Lockheed Martin LMT Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-30	Closed	-$14K	–	485
2024 Q2	$14K	Buy	+30	New	+$13.9K	0.01%	299
2024 Q1	–	Sell	-40	Closed	-$18.1K	–	390
2023 Q4	$18.1K	Hold	40	–	–	0.01%	287
2023 Q3	$17.5K	Hold	40	–	–	0.01%	292
2023 Q2	$18.4K	Hold	40	–	–	0.01%	295
2023 Q1	$18.9K	Sell	40 -10	-20%	-$4.69K	0.01%	289
2022 Q4	$24.3K	Hold	50	–	–	0.01%	278
2022 Q3	$19K	Hold	50	–	–	0.01%	288
2022 Q2	$21K	Hold	50	–	–	0.01%	291
2022 Q1	$22K	Hold	50	–	–	0.01%	307
2021 Q4	$18K	Sell	50 -17	-25%	-$5.88K	0.01%	334
2021 Q3	$23K	Hold	67	–	–	0.01%	317
2021 Q2	$25K	Buy	+67	New	+$25.8K	0.01%	306
2021 Q1	–	Sell	-15	Closed	-$5K	–	271
2020 Q4	$5K	Buy	+15	New	+$5.51K	﹤0.01%	395
2017 Q2	–	Sell	-114	Closed	-$31K	–	203
2017 Q1	$31K	Buy	+114	New	+$29.9K	0.01%	222

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

Clean Yield Group's LMT Position: Q3 2024 in Review

Clean Yield Group sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 30 shares — an estimated $14K sold.

Clean Yield Group first reported a position in LMT in Q1 2017 and held it in 14 quarters. The position peaked at $31K in Q1 2017. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

Clean Yield Group reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
Clean Yield Group sold 30 Lockheed Martin shares in Q3 2024, an estimated $14K.
Clean Yield Group first reported a position in Lockheed Martin in Q1 2017 and held it in 14 quarters.
Clean Yield Group's Lockheed Martin position peaked at $31K in Q1 2017.
2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Clean Yield Group's 13F filing for Q3 2024, filed 7 Oct 2024.