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Dechtman Wealth Management’s Lockheed Martin LMT Stock Holding History

Dechtman Wealth Management’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 		$329K Buy
678
+4
+0.6% +$2.18K 0.06% 48
2024
Q3 		$394K Sell
674
-137
-17% -$73.6K 0.08% 43
2024
Q2 		$379K Sell
811
-202
-20% -$93.4K 0.08% 41
2024
Q1 		$461K Buy
1,013
+19
+2% +$8.33K 0.11% 40
2023
Q4 		$450K Sell
994
-125
-11% -$55.4K 0.12% 34
2023
Q3 		$458K Buy
1,119
+8
+0.7% +$3.55K 0.14% 28
2023
Q2 		$511K Buy
+1,111
New +$516K 0.15% 28

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dechtman Wealth Management's LMT Position: Q4 2024 in Review

Dechtman Wealth Management increased its Lockheed Martin (LMT) stake by 0.59% in Q4 2024, buying an estimated $2.18K and bringing the position to 678 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #48.

Dechtman Wealth Management first reported a position in LMT in Q2 2023 and has held it in 7 quarters since. The position peaked at $511K in Q2 2023. 2,694 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Dechtman Wealth Management held 678 shares of Lockheed Martin worth $329K as of Q4 2024.
  • Dechtman Wealth Management bought 4 Lockheed Martin shares in Q4 2024, an estimated $2.18K.
  • Lockheed Martin made up 0.06% of Dechtman Wealth Management's portfolio in Q4 2024, its #48 holding.
  • Dechtman Wealth Management first reported a position in Lockheed Martin in Q2 2023 and has held it in 7 quarters since.
  • Dechtman Wealth Management's Lockheed Martin position peaked at $511K in Q2 2023.
  • 2,694 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.