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Gray Wealth Management’s Lockheed Martin LMT Stock Holding History

Gray 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
2024
Q4 		$1.42M Buy
2,926
+13
+0.4% +$7.09K 0.54% 40
2024
Q3 		$1.7M Sell
2,913
-141
-5% -$75.7K 0.67% 34
2024
Q2 		$1.43M Sell
3,054
-232
-7% -$107K 0.62% 39
2024
Q1 		$1.49M Sell
3,286
-181
-5% -$79.3K 0.67% 36
2023
Q4 		$1.57M Sell
3,467
-462
-12% -$205K 0.77% 32
2023
Q3 		$1.61M Sell
3,929
-40
-1% -$17.7K 0.82% 31
2023
Q2 		$1.83M Buy
3,969
+191
+5% +$88.7K 0.92% 24
2023
Q1 		$1.79M Buy
3,778
+110
+3% +$51.6K 0.97% 26
2022
Q4 		$1.78M Buy
3,668
+955
+35% +$444K 1.03% 25
2022
Q3 		$1.05M Buy
2,713
+767
+39% +$320K 0.67% 35
2022
Q2 		$837K Buy
1,946
+261
+15% +$115K 0.51% 42
2022
Q1 		$744K Buy
1,685
+31
+2% +$12.6K 0.38% 51
2021
Q4 		$588K Buy
1,654
+325
+24% +$112K 0.29% 59
2021
Q3 		$459K Buy
1,329
+187
+16% +$67.7K 0.26% 66
2021
Q2 		$432K Buy
1,142
+383
+50% +$147K 0.25% 69
2021
Q1 		$280K Buy
759
+15
+2% +$5.15K 0.18% 84
2020
Q4 		$265K Buy
744
+69
+10% +$25.4K 0.18% 79
2020
Q3 		$260K Hold
675
– – 0.2% 76
2020
Q2 		$243K Sell
675
-133
-16% -$50.2K 0.21% 79
2020
Q1 		$272K Buy
+808
New +$318K 0.3% 65

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

Gray Wealth Management's LMT Position: Q4 2024 in Review

Gray Wealth Management increased its Lockheed Martin (LMT) stake by 0.45% in Q4 2024, buying an estimated $7.09K and bringing the position to 2,926 shares worth $1.42M. The position accounts for 0.54% of the portfolio, ranked #40.

Gray Wealth Management first reported a position in LMT in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.83M in Q2 2023. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Gray Wealth Management held 2,926 shares of Lockheed Martin worth $1.42M as of Q4 2024.
  • Gray Wealth Management bought 13 Lockheed Martin shares in Q4 2024, an estimated $7.09K.
  • Lockheed Martin made up 0.54% of Gray Wealth Management's portfolio in Q4 2024, its #40 holding.
  • Gray Wealth Management first reported a position in Lockheed Martin in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's Lockheed Martin position peaked at $1.83M in Q2 2023.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.