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Focused Wealth Management’s Lockheed Martin LMT Stock Holding History

Focused 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
2023
Q3 		– Sell
-3,000
Closed -$9.51K – 1078
2023
Q2 		$9.51K Buy
+3,000
New +$1.39M ﹤0.01% 551
2023
Q1 		– Sell
-3,200
Closed -$66K – 1105
2022
Q4 		$66K Buy
+3,200
New +$1.49M 0.01% 270

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Focused Wealth Management's LMT Position: Q1 2024 in Review

Focused Wealth Management sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 250 shares — an estimated $113K sold.

Focused Wealth Management first reported a position in LMT in Q3 2013 and held it in 42 quarters. The position peaked at $123K in Q4 2022. 2,419 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Focused Wealth Management reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 250 Lockheed Martin shares in Q1 2024, an estimated $113K.
  • Focused Wealth Management first reported a position in Lockheed Martin in Q3 2013 and held it in 42 quarters.
  • Focused Wealth Management's Lockheed Martin position peaked at $123K in Q4 2022.
  • 2,419 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.