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Criterion Capital Advisors’s Lockheed Martin LMT Stock Holding History

Criterion Capital 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 		$42.5K Hold
91
– – 0.03% 147
2024
Q3 		$42.5K Hold
91
– – 0.03% 147
2024
Q2 		$42.5K Hold
91
– – 0.03% 147
2024
Q1 		$41.4K Hold
91
– – 0.03% 145
2023
Q4 		$41.2K Buy
+91
New +$40.3K 0.03% 154

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

Criterion Capital Advisors's LMT Position: Q4 2024 in Review

Criterion Capital Advisors held its Lockheed Martin (LMT) position steady in Q4 2024 at 91 shares worth $42.5K. The position accounts for 0.03% of the portfolio, ranked #147.

Criterion Capital Advisors first reported a position in LMT in Q4 2023 and has held it in 5 quarters since. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Criterion Capital Advisors held 91 shares of Lockheed Martin worth $42.5K as of Q4 2024.
  • Criterion Capital Advisors left its Lockheed Martin share count unchanged in Q4 2024.
  • Lockheed Martin made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #147 holding.
  • Criterion Capital Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 5 quarters since.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.