Greenup Street Wealth Management’s Lockheed Martin LMT Stock Holding History

Greenup Street 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	–	Sell	-4,223	Closed	-$2.47M	–	97
2024 Q3	$2.47M	Buy	4,223 +2,138	+103%	+$1.15M	0.51%	41
2024 Q2	$974K	Sell	2,085 -1,188	-36%	-$549K	0.23%	51
2024 Q1	$1.49M	Buy	3,273 +1,125	+52%	+$493K	0.37%	46
2023 Q4	$974K	Buy	+2,148	New	+$952K	0.27%	51
2022 Q1	–	Sell	-1,568	Closed	-$557K	–	95
2021 Q4	$557K	Buy	+1,568	New	+$542K	0.33%	57

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

Greenup Street Wealth Management's LMT Position: Q4 2024 in Review

Greenup Street Wealth Management sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 4,223 shares — an estimated $2.47M sold.

Greenup Street Wealth Management first reported a position in LMT in Q4 2021 and held it in 5 quarters. The position peaked at $2.47M in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Greenup Street Wealth Management reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Greenup Street Wealth Management sold 4,223 Lockheed Martin shares in Q4 2024, an estimated $2.47M.
Greenup Street Wealth Management first reported a position in Lockheed Martin in Q4 2021 and held it in 5 quarters.
Greenup Street Wealth Management's Lockheed Martin position peaked at $2.47M in Q3 2024.
2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Greenup Street Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.