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Fort LP’s Lockheed Martin LMT Stock Holding History

Fort LP’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 		$313K Sell
536
-42
-7% -$22.6K 0.79% 20
2024
Q2 		$270K Buy
578
+29
+5% +$13.4K 0.69% 63
2024
Q1 		$250K Sell
549
-41
-7% -$18K 0.63% 83
2023
Q4 		$267K Sell
590
-17
-3% -$7.53K 0.66% 64
2023
Q3 		$248K Sell
607
-10
-2% -$4.44K 0.69% 78
2023
Q2 		$284K Sell
617
-54
-8% -$25.1K 0.75% 56
2023
Q1 		$317K Sell
671
-300
-31% -$141K 0.82% 31
2022
Q4 		$472K Sell
971
-385
-28% -$179K 0.71% 10
2022
Q3 		$524K Sell
1,356
-958
-41% -$400K 0.65% 24
2022
Q2 		$995K Sell
2,314
-1,549
-40% -$680K 0.67% 6
2022
Q1 		$1.71M Sell
3,863
-317
-8% -$129K 0.64% 8
2021
Q4 		$1.49M Buy
4,180
+84
+2% +$29.1K 0.48% 88
2021
Q3 		$1.41M Sell
4,096
-280
-6% -$101K 0.47% 96
2021
Q2 		$1.66M Sell
4,376
-206
-4% -$79.2K 0.48% 95
2021
Q1 		$1.69M Buy
4,582
+376
+9% +$129K 0.48% 112
2020
Q4 		$1.49M Buy
4,206
+1,088
+35% +$400K 0.45% 139
2020
Q3 		$1.2M Buy
3,118
+531
+21% +$203K 0.5% 73
2020
Q2 		$944K Sell
2,587
-4,387
-63% -$1.66M 0.51% 78
2020
Q1 		$2.36M Buy
6,974
+666
+11% +$262K 0.53% 56
2019
Q4 		$2.46M Sell
6,308
-371
-6% -$142K 0.43% 133
2019
Q3 		$2.6M Sell
6,679
-147
-2% -$55.3K 0.49% 97
2019
Q2 		$2.48M Buy
6,826
+532
+8% +$178K 0.48% 96
2019
Q1 		$1.89M Buy
6,294
+1,028
+20% +$301K 0.38% 145
2018
Q4 		$1.38M Buy
5,266
+2,440
+86% +$740K 0.32% 137
2018
Q3 		$978K Buy
2,826
+2,432
+617% +$785K 0.22% 90
2018
Q2 		$116K Buy
+394
New +$127K 0.03% 189

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

Fort LP's LMT Position: Q3 2024 in Review

Fort LP reduced its Lockheed Martin (LMT) stake by 7.3% in Q3 2024, selling an estimated $22.6K and leaving 536 shares worth $313K. The position accounts for 0.79% of the portfolio, ranked #20.

Fort LP first reported a position in LMT in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.6M in Q3 2019. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Fort LP held 536 shares of Lockheed Martin worth $313K as of Q3 2024.
  • Fort LP sold 42 Lockheed Martin shares in Q3 2024, an estimated $22.6K.
  • Lockheed Martin made up 0.79% of Fort LP's portfolio in Q3 2024, its #20 holding.
  • Fort LP first reported a position in Lockheed Martin in Q2 2018 and has held it in 26 quarters since.
  • Fort LP's Lockheed Martin position peaked at $2.6M in Q3 2019.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Fort LP's 13F filing for Q3 2024, filed 29 Oct 2024.