Geller Advisors’s Lockheed Martin LMT Stock Holding History

Geller Advisors’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	$899K	Hold	1,849	–	–	0.06%	74
2024 Q3	$1.08M	Hold	1,849	–	–	0.07%	68
2024 Q2	$864K	Hold	1,849	–	–	0.06%	85
2024 Q1	$841K	Buy	1,849 +14	+0.8%	+$6.14K	0.07%	85
2023 Q4	$832K	Hold	1,835	–	–	0.08%	78
2023 Q3	$750K	Sell	1,835 -57	-3%	-$25.3K	0.09%	69
2023 Q2	$871K	Buy	1,892 +83	+5%	+$38.5K	0.11%	61
2023 Q1	$855K	Sell	1,809 -4	-0.2%	-$1.88K	0.13%	35
2022 Q4	$882K	Buy	1,813 +7	+0.4%	+$3.25K	0.15%	32
2022 Q3	$698K	Sell	1,806 -174	-9%	-$72.7K	0.15%	34
2022 Q2	$851K	Hold	1,980	–	–	0.18%	28
2022 Q1	$874K	Buy	1,980 +2	+0.1%	+$811	0.16%	35
2021 Q4	$703K	Buy	1,978 +1	+0.1%	+$346	0.14%	44
2021 Q3	$682K	Sell	1,977 -36	-2%	-$13K	0.15%	44
2021 Q2	$762K	Hold	2,013	–	–	0.17%	29
2021 Q1	$744K	Sell	2,013 -14	-0.7%	-$4.8K	0.18%	28
2020 Q4	$716K	Hold	2,027	–	–	0.18%	26
2020 Q3	$777K	Buy	2,027 +6	+0.3%	+$2.29K	0.22%	17
2020 Q2	$738K	Buy	2,021 +196	+11%	+$74K	0.22%	16
2020 Q1	$619K	Buy	1,825 +37	+2%	+$14.6K	0.18%	20
2019 Q4	$696K	Hold	1,788	–	–	0.21%	19
2019 Q3	$697K	Sell	1,788 -36	-2%	-$13.5K	0.25%	18
2019 Q2	$663K	Buy	1,824 +4	+0.2%	+$1.34K	0.26%	15
2019 Q1	$546K	Buy	1,820 +60	+3%	+$17.6K	0.22%	16
2018 Q4	$461K	Hold	1,760	–	–	0.21%	17
2018 Q3	$609K	Hold	1,760	–	–	0.36%	15
2018 Q2	$520K	Hold	1,760	–	–	0.23%	18
2018 Q1	$595K	Hold	1,760	–	–	0.29%	15
2017 Q4	$565K	Hold	1,760	–	–	0.28%	15
2017 Q3	$546K	Hold	1,760	–	–	0.27%	14
2017 Q2	$489K	Hold	1,760	–	–	0.25%	14
2017 Q1	$471K	Hold	1,760	–	–	0.25%	13
2016 Q4	$440K	Sell	1,760 -271	-13%	-$67.7K	0.26%	14
2016 Q3	$487K	Buy	2,031 +271	+15%	+$67.8K	0.28%	16
2016 Q2	$437K	Hold	1,760	–	–	0.25%	16
2016 Q1	$390K	Hold	1,760	–	–	0.23%	18
2015 Q4	$382K	Hold	1,760	–	–	0.23%	22
2015 Q3	$365K	Hold	1,760	–	–	0.23%	18
2015 Q2	$327K	Hold	1,760	–	–	0.19%	22
2015 Q1	$357K	Hold	1,760	–	–	0.21%	24
2014 Q4	$339K	Sell	1,760 -149	-8%	-$27.7K	0.2%	25
2014 Q3	$349K	Buy	1,909 +66	+4%	+$11.2K	0.2%	28
2014 Q2	$296K	Buy	1,843 +83	+5%	+$13.5K	0.2%	21
2014 Q1	$287K	Hold	1,760	–	–	0.19%	18
2013 Q4	$262K	Hold	1,760	–	–	0.18%	20
2013 Q3	$224K	Buy	+1,760	New	+$214K	0.17%	24

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geller Advisors's LMT Position: Q4 2024 in Review

Geller Advisors held its Lockheed Martin (LMT) position steady in Q4 2024 at 1,849 shares worth $899K. The position accounts for 0.06% of the portfolio, ranked #74.

Geller Advisors first reported a position in LMT in Q3 2013 and has held it in 46 quarters since. The position peaked at $1.08M in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Geller Advisors held 1,849 shares of Lockheed Martin worth $899K as of Q4 2024.
Geller Advisors left its Lockheed Martin share count unchanged in Q4 2024.
Lockheed Martin made up 0.06% of Geller Advisors's portfolio in Q4 2024, its #74 holding.
Geller Advisors first reported a position in Lockheed Martin in Q3 2013 and has held it in 46 quarters since.
Geller Advisors's Lockheed Martin position peaked at $1.08M in Q3 2024.
2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.