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Edge Capital Group’s Lockheed Martin LMT Stock Holding History

Edge Capital Group’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 		$6.24M Buy
12,841
+718
+6% +$391K 0.28% 72
2024
Q3 		$7.09M Sell
12,123
-346
-3% -$186K 0.31% 68
2024
Q2 		$5.82M Buy
12,469
+1,739
+16% +$804K 0.28% 77
2024
Q1 		$4.88M Buy
10,730
+4,173
+64% +$1.83M 0.24% 87
2023
Q4 		$2.97M Buy
6,557
+435
+7% +$193K 0.17% 107
2023
Q3 		$2.5M Sell
6,122
-348
-5% -$154K 0.16% 106
2023
Q2 		$2.98M Buy
6,470
+148
+2% +$68.7K 0.17% 113
2023
Q1 		$2.99M Sell
6,322
-1,772
-22% -$831K 0.18% 103
2022
Q4 		$3.94M Buy
8,094
+677
+9% +$315K 0.28% 79
2022
Q3 		$2.87M Buy
7,417
+187
+3% +$78.1K 0.24% 84
2022
Q2 		$3.11M Buy
7,230
+10
+0.1% +$4.39K 0.27% 78
2022
Q1 		$3.19M Sell
7,220
-226
-3% -$91.6K 0.22% 90
2021
Q4 		$2.65M Buy
7,446
+187
+3% +$64.7K 0.19% 96
2021
Q3 		$2.5M Buy
7,259
+58
+0.8% +$21K 0.2% 91
2021
Q2 		$2.72M Buy
7,201
+35
+0.5% +$13.5K 0.22% 82
2021
Q1 		$2.65M Sell
7,166
-284
-4% -$97.4K 0.22% 83
2020
Q4 		$2.65M Sell
7,450
-570
-7% -$210K 0.22% 86
2020
Q3 		$3.07M Buy
8,020
+625
+8% +$239K 0.31% 70
2020
Q2 		$2.7M Sell
7,395
-243
-3% -$91.8K 0.28% 76
2020
Q1 		$2.59M Buy
7,638
+4,835
+172% +$1.9M 0.31% 69
2019
Q4 		$1.09M Sell
2,803
-5
-0.2% -$1.92K 0.11% 118
2019
Q3 		$1.09M Buy
2,808
+56
+2% +$21.1K 0.11% 113
2019
Q2 		$1M Buy
2,752
+216
+9% +$72.3K 0.1% 127
2019
Q1 		$761K Buy
2,536
+397
+19% +$116K 0.07% 143
2018
Q4 		$560K Buy
+2,139
New +$649K 0.06% 149

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

Edge Capital Group's LMT Position: Q4 2024 in Review

Edge Capital Group increased its Lockheed Martin (LMT) stake by 5.9% in Q4 2024, buying an estimated $391K and bringing the position to 12,841 shares worth $6.24M. The position accounts for 0.28% of the portfolio, ranked #72.

Edge Capital Group first reported a position in LMT in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.09M in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Edge Capital Group held 12,841 shares of Lockheed Martin worth $6.24M as of Q4 2024.
  • Edge Capital Group bought 718 Lockheed Martin shares in Q4 2024, an estimated $391K.
  • Lockheed Martin made up 0.28% of Edge Capital Group's portfolio in Q4 2024, its #72 holding.
  • Edge Capital Group first reported a position in Lockheed Martin in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Lockheed Martin position peaked at $7.09M in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.