First Personal Financial Services’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $120K | Buy |
205
+11
| +6% | +$5.91K | 0.03% | 151 |
|
|
2024
Q2 | $90.6K | Hold |
194
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $88.2K | Sell |
194
-108
| -36% | -$47.3K | 0.02% | 161 |
|
|
2023
Q4 | $137K | Hold |
302
| – | – | 0.03% | 136 |
|
|
2023
Q3 | $124K | Hold |
302
| – | – | 0.03% | 135 |
|
|
2023
Q2 | $139K | Hold |
302
| – | – | 0.03% | 125 |
|
|
2023
Q1 | $143K | Buy |
302
+30
| +11% | +$14.1K | 0.04% | 126 |
|
|
2022
Q4 | $132K | Sell |
272
-35
| -11% | -$16.3K | 0.04% | 136 |
|
|
2022
Q3 | $119K | Buy |
307
+197
| +179% | +$82.3K | 0.03% | 138 |
|
|
2022
Q2 | $47K | Hold |
110
| – | – | 0.01% | 173 |
|
|
2022
Q1 | $49K | Hold |
110
| – | – | 0.01% | 191 |
|
|
2021
Q4 | $39K | Hold |
110
| – | – | 0.01% | 212 |
|
|
2021
Q3 | $38K | Hold |
110
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $42K | Hold |
110
| – | – | 0.01% | 206 |
|
|
2021
Q1 | $41K | Hold |
110
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $39K | Hold |
110
| – | – | 0.01% | 199 |
|
|
2020
Q3 | $42K | Hold |
110
| – | – | 0.01% | 193 |
|
|
2020
Q2 | $40K | Hold |
110
| – | – | 0.01% | 198 |
|
|
2020
Q1 | $37K | Sell |
110
-89
| -45% | -$35K | 0.01% | 200 |
|
|
2019
Q4 | $77K | Hold |
199
| – | – | 0.03% | 173 |
|
|
2019
Q3 | $78K | Sell |
199
-361
| -64% | -$136K | 0.02% | 201 |
|
|
2019
Q2 | $204K | Buy |
560
+102
| +22% | +$34.1K | 0.06% | 166 |
|
|
2019
Q1 | $137K | Buy |
458
+5
| +1% | +$1.47K | 0.04% | 181 |
|
|
2018
Q4 | $119K | Sell |
453
-11
| -2% | -$3.34K | 0.04% | 187 |
|
|
2018
Q3 | $161K | Hold |
464
| – | – | 0.05% | 178 |
|
|
2018
Q2 | $137K | Sell |
464
-1,013
| -69% | -$327K | 0.05% | 189 |
|
|
2018
Q1 | $499K | Sell |
1,477
-517
| -26% | -$176K | 0.11% | 150 |
|
|
2017
Q4 | $640K | Buy |
1,994
+320
| +19% | +$101K | 0.12% | 135 |
|
|
2017
Q3 | $519K | Sell |
1,674
-27
| -2% | -$8.06K | 0.11% | 142 |
|
|
2017
Q2 | $472K | Buy |
1,701
+166
| +11% | +$45.6K | 0.1% | 143 |
|
|
2017
Q1 | $411K | Buy |
1,535
+180
| +13% | +$47.1K | 0.1% | 139 |
|
|
2016
Q4 | $339K | Buy |
1,355
+863
| +175% | +$216K | 0.09% | 152 |
|
|
2016
Q3 | $118K | Sell |
492
-50
| -9% | -$12.5K | 0.03% | 196 |
|
|
2016
Q2 | $135K | Buy |
542
+336
| +163% | +$79.2K | 0.05% | 176 |
|
|
2016
Q1 | $46K | Buy |
206
+7
| +4% | +$1.51K | 0.02% | 184 |
|
|
2015
Q4 | $43K | Buy |
199
+11
| +6% | +$2.39K | 0.02% | 189 |
|
|
2015
Q3 | $39K | Hold |
188
| – | – | 0.02% | 187 |
|
|
2015
Q2 | $35K | Hold |
188
| – | – | 0.02% | 190 |
|
|
2015
Q1 | $39K | Sell |
188
-36
| -16% | -$7.11K | 0.02% | 182 |
|
|
2014
Q4 | $43K | Buy |
+224
| New | +$41.6K | 0.03% | 166 |
|
Other funds holding LMT
First Personal Financial Services's LMT Position: Q3 2024 in Review
First Personal Financial Services increased its Lockheed Martin (LMT) stake by 5.7% in Q3 2024, buying an estimated $5.91K and bringing the position to 205 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #151.
First Personal Financial Services first reported a position in LMT in Q4 2014 and has held it in 40 quarters since. The position peaked at $640K in Q4 2017. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.
- First Personal Financial Services held 205 shares of Lockheed Martin worth $120K as of Q3 2024.
- First Personal Financial Services bought 11 Lockheed Martin shares in Q3 2024, an estimated $5.91K.
- Lockheed Martin made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #151 holding.
- First Personal Financial Services first reported a position in Lockheed Martin in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Lockheed Martin position peaked at $640K in Q4 2017.
- 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.