HBC Financial Services’s Lockheed Martin LMT Stock Holding History

HBC Financial Services’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	$491K	Hold	1,012	–	–	0.3%	20
2024 Q3	$552K	Buy	1,012 +12	+1%	+$6.44K	0.34%	19
2024 Q2	$527K	Hold	1,000	–	–	0.34%	17
2024 Q1	$461K	Hold	1,000	–	–	0.31%	18
2023 Q4	$453K	Hold	1,000	–	–	0.31%	19
2023 Q3	$408K	Buy	1,000 +500	+100%	+$222K	0.31%	18
2023 Q2	$227K	Sell	500 -100	-17%	-$46.4K	0.16%	25
2023 Q1	$293K	Hold	600	–	–	0.22%	23
2022 Q4	$285K	Buy	600 +250	+71%	+$116K	0.23%	21
2022 Q3	$65K	Hold	350	–	–	0.05%	46
2022 Q2	$63K	Sell	350 -170	-33%	-$74.6K	0.05%	47
2022 Q1	$103K	Hold	520	–	–	0.07%	41
2021 Q4	$134K	Buy	520 +518	+25,900%	+$179K	0.09%	39
2021 Q3	$0	Hold	2	–	–	﹤0.01%	180
2021 Q2	$0	Hold	2	–	–	﹤0.01%	188
2021 Q1	$891	Buy	+2	New	+$686	﹤0.01%	165
2020 Q1	–	Sell	-500	Closed	-$207K	–	159
2019 Q4	$207K	Buy	+500	New	+$192K	0.18%	24

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HBC Financial Services's LMT Position: Q4 2024 in Review

HBC Financial Services held its Lockheed Martin (LMT) position steady in Q4 2024 at 1,012 shares worth $491K. The position accounts for 0.3% of the portfolio, ranked #20.

HBC Financial Services first reported a position in LMT in Q4 2019 and has held it in 17 quarters since. The position peaked at $552K in Q3 2024. 2,694 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

HBC Financial Services held 1,012 shares of Lockheed Martin worth $491K as of Q4 2024.
HBC Financial Services left its Lockheed Martin share count unchanged in Q4 2024.
Lockheed Martin made up 0.3% of HBC Financial Services's portfolio in Q4 2024, its #20 holding.
HBC Financial Services first reported a position in Lockheed Martin in Q4 2019 and has held it in 17 quarters since.
HBC Financial Services's Lockheed Martin position peaked at $552K in Q3 2024.
2,694 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.