Credit Suisse’s Lockheed Martin LMT Stock Holding History

Credit Suisse’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
2022 Q1	–	Sell	-6,200	Closed	-$2.2M	–	4010
2021 Q4	$2.2M	Hold	6,200	–	–	﹤0.01%	2714
2021 Q3	$2.14M	Sell	6,200 -4,300	-41%	-$1.56M	﹤0.01%	2760
2021 Q2	$3.92M	Sell	10,500 -3,300	-24%	-$1.27M	﹤0.01%	2289
2021 Q1	$5.1M	Buy	13,800 +8,800	+176%	+$3.02M	﹤0.01%	2053
2020 Q4	$1.77M	Hold	5,000	–	–	﹤0.01%	2917
2020 Q3	$1.92M	Hold	5,000	–	–	﹤0.01%	2447
2020 Q2	$1.82M	Hold	5,000	–	–	﹤0.01%	2449
2020 Q1	$1.7M	Buy	+5,000	New	+$1.97M	﹤0.01%	2250
2019 Q4	–	Sell	-53,900	Closed	-$21M	–	4264
2019 Q3	$21M	Buy	53,900 +900	+2%	+$338K	0.02%	881
2019 Q2	$19.3M	Sell	53,000 -31,900	-38%	-$10.7M	0.02%	954
2019 Q1	$25.5M	Buy	84,900 +23,400	+38%	+$6.86M	0.02%	726
2018 Q4	$16.1M	Buy	61,500 +8,500	+16%	+$2.58M	0.02%	909
2018 Q3	$18.3M	Hold	53,000	–	–	0.02%	920
2018 Q2	$15.7M	Sell	53,000 -12,000	-18%	-$3.87M	0.02%	977
2018 Q1	$22M	Sell	65,000 -28,000	-30%	-$9.53M	0.02%	798
2017 Q4	$29.9M	Buy	93,000 +20,500	+28%	+$6.46M	0.03%	659
2017 Q3	$22.5M	Buy	72,500 +2,500	+4%	+$746K	0.02%	766
2017 Q2	$19.4M	Buy	+70,000	New	+$19.2M	0.02%	820
2017 Q1	–	Sell	-10,000	Closed	-$2.5M	–	3946
2016 Q4	$2.5M	Buy	+10,000	New	+$2.5M	﹤0.01%	2259
2015 Q4	–	Sell	-57,100	Closed	-$11.8M	–	4302
2015 Q3	$11.8M	Buy	+57,100	New	+$11.6M	0.01%	1024
2014 Q3	–	Sell	-15,000	Closed	-$2.41M	–	4562
2014 Q2	$2.41M	Hold	15,000	–	–	﹤0.01%	2562
2014 Q1	$2.45M	Hold	15,000	–	–	﹤0.01%	2365
2013 Q4	$2.23M	Hold	15,000	–	–	﹤0.01%	2563
2013 Q3	$1.91M	Buy	+15,000	New	+$1.82M	﹤0.01%	2429

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

Credit Suisse's LMT Position: Q1 2024 in Review

Credit Suisse reduced its Lockheed Martin (LMT) stake by 82% in Q1 2024, selling an estimated $4.26M and leaving 2,175 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Credit Suisse first reported a position in LMT in Q2 2013 and has held it in 44 quarters since. The position peaked at $144M in Q3 2017. 2,417 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

Credit Suisse held 2,175 shares of Lockheed Martin worth $989K as of Q1 2024.
Credit Suisse sold 9,727 Lockheed Martin shares in Q1 2024, an estimated $4.26M.
Lockheed Martin made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2278 holding.
Credit Suisse first reported a position in Lockheed Martin in Q2 2013 and has held it in 44 quarters since.
Credit Suisse's Lockheed Martin position peaked at $144M in Q3 2017.
2,417 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.