Echo Street Capital Management’s Lockheed Martin LMT Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-1,799	Closed	-$736K	–	244
2023 Q3	$736K	Buy	1,799 +1,104	+159%	+$490K	0.01%	186
2023 Q2	$320K	Buy	+695	New	+$323K	﹤0.01%	370
2022 Q3	–	Sell	-1,212	Closed	-$521K	–	630
2022 Q2	$521K	Sell	1,212 -70	-5%	-$30.7K	﹤0.01%	305
2022 Q1	$566K	Buy	+1,282	New	+$520K	﹤0.01%	374
2021 Q3	–	Sell	-702	Closed	-$266K	–	692
2021 Q2	$266K	Buy	+702	New	+$270K	﹤0.01%	503
2021 Q1	–	Sell	-4,289	Closed	-$1.52M	–	561
2020 Q4	$1.52M	Buy	+4,289	New	+$1.58M	0.02%	127
2020 Q3	–	Sell	-6,005	Closed	-$2.19M	–	261
2020 Q2	$2.19M	Buy	+6,005	New	+$2.27M	0.03%	181

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Echo Street Capital Management's LMT Position: Q4 2023 in Review

Echo Street Capital Management sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 1,799 shares — an estimated $736K sold.

Echo Street Capital Management first reported a position in LMT in Q2 2020 and held it in 7 quarters. The position peaked at $2.19M in Q2 2020. 2,443 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

Echo Street Capital Management reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,799 Lockheed Martin shares in Q4 2023, an estimated $736K.
Echo Street Capital Management first reported a position in Lockheed Martin in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's Lockheed Martin position peaked at $2.19M in Q2 2020.
2,443 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.