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First Trust Investment Solutions’s Lockheed Martin LMT Stock Holding History

First Trust Investment Solutions’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
Q3 		$1.08M Buy
1,842
+889
+93% +$477K 0.12% 132
2024
Q2 		$445K Buy
953
+144
+18% +$66.5K 0.06% 177
2024
Q1 		$368K Sell
809
-85
-10% -$37.3K 0.06% 165
2023
Q4 		$405K Buy
+894
New +$396K 0.08% 150

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Investment Solutions's LMT Position: Q3 2024 in Review

First Trust Investment Solutions increased its Lockheed Martin (LMT) stake by 93% in Q3 2024, buying an estimated $477K and bringing the position to 1,842 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #132.

First Trust Investment Solutions first reported a position in LMT in Q4 2023 and has held it in 4 quarters since. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • First Trust Investment Solutions held 1,842 shares of Lockheed Martin worth $1.08M as of Q3 2024.
  • First Trust Investment Solutions bought 889 Lockheed Martin shares in Q3 2024, an estimated $477K.
  • Lockheed Martin made up 0.12% of First Trust Investment Solutions's portfolio in Q3 2024, its #132 holding.
  • First Trust Investment Solutions first reported a position in Lockheed Martin in Q4 2023 and has held it in 4 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.