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Cumberland Partners’s Lockheed Martin LMT Stock Holding History

Cumberland Partners’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
-2,000
Closed -$934K – 186
2024
Q2 		$934K Buy
+2,000
New +$924K 0.07% 135
2021
Q4 		– Sell
-2,000
Closed -$690K – 188
2021
Q3 		$690K Buy
+2,000
New +$724K 0.06% 140
2020
Q4 		– Sell
-2,227
Closed -$853K – 171
2020
Q3 		$853K Buy
2,227
+400
+22% +$153K 0.09% 108
2020
Q2 		$667K Sell
1,827
-50
-3% -$18.9K 0.07% 127
2020
Q1 		$636K Buy
1,877
+200
+12% +$78.7K 0.08% 120
2019
Q4 		$653K Buy
1,677
+340
+25% +$130K 0.06% 131
2019
Q3 		$522K Sell
1,337
-1,710
-56% -$643K 0.05% 131
2019
Q2 		$1.11M Buy
3,047
+180
+6% +$60.2K 0.11% 99
2019
Q1 		$861K Sell
2,867
-30
-1% -$8.8K 0.09% 109
2018
Q4 		$758K Sell
2,897
-265
-8% -$80.4K 0.09% 109
2018
Q3 		$1.09M Hold
3,162
– – 0.1% 105
2018
Q2 		$934K Buy
+3,162
New +$1.02M 0.09% 105

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cumberland Partners's LMT Position: Q3 2024 in Review

Cumberland Partners sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 2,000 shares — an estimated $934K sold.

Cumberland Partners first reported a position in LMT in Q2 2018 and held it in 12 quarters. The position peaked at $1.11M in Q2 2019. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Cumberland Partners reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
  • Cumberland Partners sold 2,000 Lockheed Martin shares in Q3 2024, an estimated $934K.
  • Cumberland Partners first reported a position in Lockheed Martin in Q2 2018 and held it in 12 quarters.
  • Cumberland Partners's Lockheed Martin position peaked at $1.11M in Q2 2019.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Cumberland Partners's 13F filing for Q3 2024, filed 5 Nov 2024.