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%	181
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 $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 $5.7T 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

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