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First Trust Direct Indexing’s Lockheed Martin LMT Stock Holding History

First Trust Direct Indexing’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 		– Sell
-6,491
Closed -$3.79M – 519
2024
Q3 		$3.79M Buy
6,491
+424
+7% +$228K 0.2% 90
2024
Q2 		$2.83M Buy
6,067
+694
+13% +$321K 0.18% 106
2024
Q1 		$2.44M Sell
5,373
-553
-9% -$242K 0.18% 114
2023
Q4 		$2.69M Buy
5,926
+2,163
+57% +$958K 0.24% 85
2023
Q3 		$1.54M Sell
3,763
-95
-2% -$42.1K 0.18% 125
2023
Q2 		$1.78M Sell
3,858
-31
-0.8% -$14.4K 0.2% 112
2023
Q1 		$1.84M Buy
3,889
+138
+4% +$64.7K 0.22% 106
2022
Q4 		$1.82M Sell
3,751
-246
-6% -$114K 0.24% 97
2022
Q3 		$1.54M Sell
3,997
-179
-4% -$74.7K 0.23% 100
2022
Q2 		$1.8M Buy
4,176
+584
+16% +$256K 0.25% 86
2022
Q1 		$1.59M Buy
3,592
+737
+26% +$299K 0.19% 116
2021
Q4 		$1.01M Buy
2,855
+86
+3% +$29.7K 0.13% 184
2021
Q3 		$956K Sell
2,769
-503
-15% -$182K 0.14% 183
2021
Q2 		$1.24M Buy
3,272
+783
+31% +$301K 0.18% 129
2021
Q1 		$920K Buy
2,489
+128
+5% +$43.9K 0.25% 110
2020
Q4 		$838K Buy
+2,361
New +$868K 0.23% 109

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

First Trust Direct Indexing's LMT Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 6,491 shares — an estimated $3.79M sold.

First Trust Direct Indexing first reported a position in LMT in Q4 2020 and held it in 16 quarters. The position peaked at $3.79M in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,491 Lockheed Martin shares in Q4 2024, an estimated $3.79M.
  • First Trust Direct Indexing first reported a position in Lockheed Martin in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Lockheed Martin position peaked at $3.79M in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.