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Executive Wealth Management’s Lockheed Martin LMT Stock Holding History

Executive 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
Q4 		$7.24M Buy
+14,903
New +$8.12M 0.57% 59
2024
Q1 		– Sell
-530
Closed -$240K – 251
2023
Q4 		$240K Buy
+530
New +$235K 0.02% 193
2021
Q4 		– Sell
-14,282
Closed -$4.93M – 203
2021
Q3 		$4.93M Sell
14,282
-40
-0.3% -$14.5K 0.54% 63
2021
Q2 		$5.42M Buy
14,322
+1,117
+8% +$429K 0.59% 57
2021
Q1 		$4.88M Buy
13,205
+517
+4% +$177K 0.57% 58
2020
Q4 		$4.5M Buy
12,688
+1,470
+13% +$540K 0.55% 54
2020
Q3 		$4.3M Buy
11,218
+382
+4% +$146K 0.59% 44
2020
Q2 		$3.95M Sell
10,836
-1,555
-13% -$587K 0.59% 38
2020
Q1 		$4.2M Sell
12,391
-489
-4% -$192K 0.75% 26
2019
Q4 		$5.01M Buy
12,880
+757
+6% +$290K 0.69% 39
2019
Q3 		$4.73M Buy
12,123
+433
+4% +$163K 0.72% 31
2019
Q2 		$4.25M Buy
11,690
+721
+7% +$241K 0.6% 32
2019
Q1 		$3.29M Buy
10,969
+10,561
+2,588% +$3.1M 0.59% 43
2018
Q4 		$107K Buy
+408
New +$124K 0.02% 193

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

Executive Wealth Management's LMT Position: Q4 2024 in Review

Executive Wealth Management opened a new position in Lockheed Martin (LMT) in Q4 2024: 14,903 shares worth $7.24M. The stake represents 0.57% of the portfolio and ranks #59 among its holdings. This is a return to the name: Executive Wealth Management previously reported a position in LMT as recently as Q4 2023.

Executive Wealth Management first reported a position in LMT in Q4 2018 and has held it in 14 quarters since. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Executive Wealth Management held 14,903 shares of Lockheed Martin worth $7.24M as of Q4 2024.
  • Lockheed Martin was a new Executive Wealth Management position in Q4 2024.
  • Lockheed Martin made up 0.57% of Executive Wealth Management's portfolio in Q4 2024, its #59 holding.
  • Executive Wealth Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 14 quarters since.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.