Fairhaven Wealth Management’s Lockheed Martin LMT Stock Holding History

Fairhaven 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	$224K	Sell	460 -195	-30%	-$106K	0.07%	104
2024 Q3	$383K	Hold	655	–	–	0.12%	76
2024 Q2	$306K	Hold	655	–	–	0.1%	83
2024 Q1	$298K	Hold	655	–	–	0.1%	84
2023 Q4	$297K	Hold	655	–	–	0.11%	82
2023 Q3	$268K	Hold	655	–	–	0.11%	85
2023 Q2	$302K	Buy	+655	New	+$304K	0.12%	83
2022 Q4	$319K	Sell	655 -5	-0.8%	-$2.32K	0.14%	72
2022 Q3	$255K	Buy	660 +23	+4%	+$9.6K	0.11%	79
2022 Q2	$274K	Sell	637 -13	-2%	-$5.71K	0.13%	78
2022 Q1	$287K	Buy	650 +12	+2%	+$4.87K	0.12%	83
2021 Q4	$227K	Sell	638 -101	-14%	-$34.9K	0.09%	101
2021 Q3	$255K	Hold	739	–	–	0.11%	86
2021 Q2	$280K	Sell	739 -38	-5%	-$14.6K	0.11%	86
2021 Q1	$287K	Sell	777 -77	-9%	-$26.4K	0.12%	86
2020 Q4	$303K	Buy	854 +283	+50%	+$104K	0.13%	80
2020 Q3	$219K	Sell	571 -3	-0.5%	-$1.15K	0.13%	82
2020 Q2	$209K	Sell	574 -69	-11%	-$26.1K	0.14%	84
2020 Q1	$218K	Buy	+643	New	+$253K	0.2%	65

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

Fairhaven Wealth Management reduced its Lockheed Martin (LMT) stake by 30% in Q4 2024, selling an estimated $106K and leaving 460 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #104.

Fairhaven Wealth Management first reported a position in LMT in Q1 2020 and has held it in 19 quarters since. The position peaked at $383K in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Fairhaven Wealth Management held 460 shares of Lockheed Martin worth $224K as of Q4 2024.
Fairhaven Wealth Management sold 195 Lockheed Martin shares in Q4 2024, an estimated $106K.
Lockheed Martin made up 0.07% of Fairhaven Wealth Management's portfolio in Q4 2024, its #104 holding.
Fairhaven Wealth Management first reported a position in Lockheed Martin in Q1 2020 and has held it in 19 quarters since.
Fairhaven Wealth Management's Lockheed Martin position peaked at $383K in Q3 2024.
2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.