DLA
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Douglas Lane & Associates’s Lockheed Martin LMT Stock Holding History

Douglas Lane & Associates’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 		– Sell
-360
Closed -$210K – 237
2024
Q3 		$210K Buy
+360
New +$193K ﹤0.01% 226
2024
Q1 		– Sell
-442
Closed -$200K – 251
2023
Q4 		$200K Sell
442
-117
-21% -$51.8K ﹤0.01% 236
2023
Q3 		$229K Hold
559
– – ﹤0.01% 217
2023
Q2 		$258K Buy
559
+3
+0.5% +$1.39K ﹤0.01% 208
2023
Q1 		$263K Buy
556
+136
+32% +$63.8K ﹤0.01% 211
2022
Q4 		$205K Buy
+420
New +$195K ﹤0.01% 220
2021
Q3 		– Sell
-605
Closed -$229K – 229
2021
Q2 		$229K Sell
605
-49
-7% -$18.8K ﹤0.01% 212
2021
Q1 		$242K Sell
654
-108
-14% -$37.1K ﹤0.01% 199
2020
Q4 		$271K Sell
762
-95
-11% -$34.9K ﹤0.01% 190
2020
Q3 		$329K Sell
857
-28
-3% -$10.7K 0.01% 173
2020
Q2 		$323K Buy
885
+133
+18% +$50.2K 0.01% 175
2020
Q1 		$255K Sell
752
-29
-4% -$11.4K 0.01% 180
2019
Q4 		$304K Buy
781
+114
+17% +$43.7K 0.01% 182
2019
Q3 		$260K Buy
667
+8
+1% +$3.01K 0.01% 194
2019
Q2 		$240K Buy
+659
New +$220K ﹤0.01% 200
2019
Q1 		– Sell
-896
Closed -$235K – 221
2018
Q4 		$235K Sell
896
-5
-0.6% -$1.52K 0.01% 193
2018
Q3 		$312K Buy
901
+125
+16% +$40.3K 0.01% 180
2018
Q2 		$229K Sell
776
-21
-3% -$6.77K ﹤0.01% 184
2018
Q1 		$269K Sell
797
-41
-5% -$14K 0.01% 184
2017
Q4 		$269K Buy
838
+25
+3% +$7.88K 0.01% 185
2017
Q3 		$252K Buy
813
+55
+7% +$16.4K 0.01% 193
2017
Q2 		$210K Buy
+758
New +$208K ﹤0.01% 198

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

Douglas Lane & Associates's LMT Position: Q4 2024 in Review

Douglas Lane & Associates sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 360 shares — an estimated $210K sold.

Douglas Lane & Associates first reported a position in LMT in Q2 2017 and held it in 22 quarters. The position peaked at $329K in Q3 2020. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Douglas Lane & Associates reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Douglas Lane & Associates sold 360 Lockheed Martin shares in Q4 2024, an estimated $210K.
  • Douglas Lane & Associates first reported a position in Lockheed Martin in Q2 2017 and held it in 22 quarters.
  • Douglas Lane & Associates's Lockheed Martin position peaked at $329K in Q3 2020.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Douglas Lane & Associates's 13F filing for Q4 2024, filed 8 Jan 2025.