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Drake & Associates’s Lockheed Martin LMT Stock Holding History

Drake & 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
-775
Closed -$453K – 99
2024
Q3 		$453K Buy
775
+158
+26% +$84.8K 0.15% 56
2024
Q2 		$288K Sell
617
-69
-10% -$31.9K 0.1% 62
2024
Q1 		$312K Sell
686
-26
-4% -$11.4K 0.11% 62
2023
Q4 		$323K Buy
712
+23
+3% +$10.2K 0.13% 59
2023
Q3 		$282K Sell
689
-29
-4% -$12.9K 0.13% 59
2023
Q2 		$331K Sell
718
-17
-2% -$7.89K 0.15% 57
2023
Q1 		$348K Buy
735
+138
+23% +$64.7K 0.17% 50
2022
Q4 		$290K Sell
597
-2
-0.3% -$929 0.15% 55
2022
Q3 		$231K Buy
+599
New +$250K 0.13% 57

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

Drake & Associates's LMT Position: Q4 2024 in Review

Drake & Associates sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 775 shares — an estimated $453K sold.

Drake & Associates first reported a position in LMT in Q3 2022 and held it in 9 quarters. The position peaked at $453K in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Drake & Associates reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Drake & Associates sold 775 Lockheed Martin shares in Q4 2024, an estimated $453K.
  • Drake & Associates first reported a position in Lockheed Martin in Q3 2022 and held it in 9 quarters.
  • Drake & Associates's Lockheed Martin position peaked at $453K in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Drake & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.