Finivi Inc’s Lockheed Martin LMT Stock Holding History

Finivi Inc’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 Q1	–	Sell	-618	Closed	-$280K	–	95
2023 Q4	$280K	Buy	+618	New	+$274K	0.27%	75
2021 Q4	$806K	Buy	+2,268	New	+$784K	0.85%	40

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Finivi Inc's LMT Position: Q1 2024 in Review

Finivi Inc sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 618 shares — an estimated $280K sold.

Finivi Inc first reported a position in LMT in Q4 2021 and held it in 2 quarters. The position peaked at $806K in Q4 2021. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

Finivi Inc reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
Finivi Inc sold 618 Lockheed Martin shares in Q1 2024, an estimated $280K.
Finivi Inc first reported a position in Lockheed Martin in Q4 2021 and held it in 2 quarters.
Finivi Inc's Lockheed Martin position peaked at $806K in Q4 2021.
2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Finivi Inc's 13F filing for Q1 2024, filed 19 Dec 2025.