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Harvey Capital Management’s Lockheed Martin LMT Stock Holding History

Harvey Capital 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
Q3 		– Sell
-1,200
Closed -$561K – 79
2024
Q2 		$561K Hold
1,200
– – 0.15% 63
2024
Q1 		$546K Hold
1,200
– – 0.16% 63
2023
Q4 		$544K Hold
1,200
– – 0.18% 59
2023
Q3 		$491K Buy
+1,200
New +$532K 0.17% 60

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

Harvey Capital Management's LMT Position: Q3 2024 in Review

Harvey Capital Management sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 1,200 shares — an estimated $561K sold.

Harvey Capital Management first reported a position in LMT in Q3 2023 and held it in 4 quarters. The position peaked at $561K in Q2 2024. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Harvey Capital Management reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
  • Harvey Capital Management sold 1,200 Lockheed Martin shares in Q3 2024, an estimated $561K.
  • Harvey Capital Management first reported a position in Lockheed Martin in Q3 2023 and held it in 4 quarters.
  • Harvey Capital Management's Lockheed Martin position peaked at $561K in Q2 2024.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Harvey Capital Management's 13F filing for Q3 2024, filed 29 Oct 2024.