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Diversified’s Lockheed Martin LMT Stock Holding History

Diversified’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 		$1.74M Buy
2,983
+5
+0.2% +$2.68K 0.19% 47
2024
Q2 		$1.39M Buy
2,978
+89
+3% +$41.1K 0.16% 54
2024
Q1 		$1.31M Buy
2,889
+75
+3% +$32.9K 0.18% 39
2023
Q4 		$1.28M Sell
2,814
-260
-8% -$115K 0.28% 34
2023
Q3 		$1.26M Buy
3,074
+77
+3% +$34.2K 0.33% 29
2023
Q2 		$1.38M Sell
2,997
-1
-0% -$464 0.35% 27
2023
Q1 		$1.42M Sell
2,998
-480
-14% -$225K 0.51% 25
2022
Q4 		$1.69M Buy
3,478
+94
+3% +$43.7K 0.66% 22
2022
Q3 		$1.31M Buy
3,384
+100
+3% +$41.8K 0.66% 22
2022
Q2 		$1.41M Sell
3,284
-66
-2% -$29K 0.59% 30
2022
Q1 		$1.48M Buy
3,350
+1
+0% +$405 0.6% 30
2021
Q4 		$1.19M Sell
3,349
-133
-4% -$46K 0.5% 38
2021
Q3 		$1.2M Hold
3,482
– – 0.64% 36
2021
Q2 		$1.32M Sell
3,482
-56
-2% -$21.5K 0.73% 36
2021
Q1 		$1.31M Sell
3,538
-156
-4% -$53.5K 1.01% 26
2020
Q4 		$1.42M Buy
+3,694
New +$1.36M 1.21% 24

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 $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

Diversified's LMT Position: Q3 2024 in Review

Diversified increased its Lockheed Martin (LMT) stake by 0.17% in Q3 2024, buying an estimated $2.68K and bringing the position to 2,983 shares worth $1.74M. The position accounts for 0.19% of the portfolio, ranked #47.

Diversified first reported a position in LMT in Q4 2020 and has held it in 16 quarters since. 2,600 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Diversified held 2,983 shares of Lockheed Martin worth $1.74M as of Q3 2024.
  • Diversified bought 5 Lockheed Martin shares in Q3 2024, an estimated $2.68K.
  • Lockheed Martin made up 0.19% of Diversified's portfolio in Q3 2024, its #47 holding.
  • Diversified first reported a position in Lockheed Martin in Q4 2020 and has held it in 16 quarters since.
  • 2,600 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.