EWM
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Elite Wealth Management’s Lockheed Martin LMT Stock Holding History

Elite Wealth 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
2024
Q3 		– Sell
-722
Closed -$337K – 40
2024
Q2 		$337K Buy
722
+1
+0.1% +$462 0.01% 39
2024
Q1 		$328K Sell
721
-75
-9% -$32.9K 0.01% 42
2023
Q4 		$361K Hold
796
– – 0.02% 32
2023
Q3 		$326K Buy
796
+201
+34% +$89.2K 0.02% 39
2023
Q2 		$274K Sell
595
-7
-1% -$3.25K 0.02% 44
2023
Q1 		$285K Buy
+602
New +$282K 0.02% 47
2022
Q1 		– Sell
-720
Closed -$256K – 56
2021
Q4 		$256K Sell
720
-1,300
-64% -$450K 0.04% 55
2021
Q3 		$697K Buy
2,020
+1
+0% +$362 0.13% 35
2021
Q2 		$764 Hold
2,019
– – 0.07% 34
2021
Q1 		$746 Buy
2,019
+14
+0.7% +$4.8K 0.1% 33
2020
Q4 		$712K Buy
2,005
+1,211
+153% +$445K 0.09% 33
2020
Q3 		$304K Buy
+794
New +$303K 0.04% 36
2016
Q3 		$910K Sell
3,796
-875
-19% -$219K 1.49% 17
2016
Q2 		$1.16M Sell
4,671
-699
-13% -$165K 1.91% 13
2016
Q1 		$1.19M Sell
5,370
-71
-1% -$15.3K 1.68% 14
2015
Q4 		$1.18M Buy
5,441
+770
+16% +$167K 1.75% 16
2015
Q3 		$968K Sell
4,671
-1,840
-28% -$374K 1.52% 19
2015
Q2 		$1.21M Sell
6,511
-479
-7% -$92.2K 1.25% 31
2015
Q1 		$1.42M Buy
6,990
+3,399
+95% +$671K 1.25% 22
2014
Q4 		$691K Buy
3,591
+3,541
+7,082% +$657K 0.66% 36
2014
Q3 		$9K Hold
50
– – 0.01% 290
2014
Q2 		$8K Hold
50
– – 0.01% 254
2014
Q1 		$8K Hold
50
– – 0.01% 254
2013
Q4 		$7K Sell
50
-150
-75% -$20.4K 0.01% 403
2013
Q3 		$26K Sell
200
-8,111
-98% -$985K 0.02% 220
2013
Q2 		$901K Buy
+8,311
New +$849K 1.32% 12

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
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

Elite Wealth Management's LMT Position: Q3 2024 in Review

Elite Wealth Management sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 722 shares — an estimated $337K sold.

Elite Wealth Management first reported a position in LMT in Q2 2013 and held it in 26 quarters. The position peaked at $1.42M in Q1 2015. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Elite Wealth Management reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
  • Elite Wealth Management sold 722 Lockheed Martin shares in Q3 2024, an estimated $337K.
  • Elite Wealth Management first reported a position in Lockheed Martin in Q2 2013 and held it in 26 quarters.
  • Elite Wealth Management's Lockheed Martin position peaked at $1.42M in Q1 2015.
  • 2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Elite Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.