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	-2,900	Closed	-$1.03M	–	4011
2021 Q4	$1.03M	Hold	2,900	–	–	﹤0.01%	3289
2021 Q3	$1M	Sell	2,900 -30,000	-91%	-$10.9M	﹤0.01%	3339
2021 Q2	$12.3M	Buy	32,900 +11,700	+55%	+$4.5M	0.01%	1424
2021 Q1	$7.83M	Buy	21,200 +800	+4%	+$274K	﹤0.01%	1749
2020 Q4	$7.24M	Sell	20,400 -2,900	-12%	-$1.07M	﹤0.01%	1796
2020 Q3	$8.93M	Buy	23,300 +18,300	+366%	+$6.98M	0.01%	1436
2020 Q2	$1.82M	Hold	5,000	–	–	﹤0.01%	2450
2020 Q1	$1.7M	Buy	+5,000	New	+$1.97M	﹤0.01%	2251
2019 Q3	–	Sell	-4,000	Closed	-$1.45M	–	4188
2019 Q2	$1.45M	Sell	4,000 -1,500	-27%	-$502K	﹤0.01%	2671
2019 Q1	$1.65M	Buy	5,500 +2,500	+83%	+$733K	﹤0.01%	2515
2018 Q4	$786K	Hold	3,000	–	–	﹤0.01%	2971
2018 Q3	$1.04M	Hold	3,000	–	–	﹤0.01%	2849
2018 Q2	$886K	Buy	+3,000	New	+$968K	﹤0.01%	3102

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.