Householder Group Estate & Retirement Specialist’s Lockheed Martin LMT Stock Holding History

Householder Group Estate & Retirement Specialist’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	$273K	Sell	563 -1,545	-73%	-$842K	0.2%	83
2024 Q3	$1.23M	Sell	2,108 -758	-26%	-$407K	0.36%	60
2024 Q2	$1.34M	Buy	2,866 +59	+2%	+$27.3K	0.38%	49
2024 Q1	$1.28M	Sell	2,807 -766	-21%	-$336K	0.38%	54
2023 Q4	$1.62M	Sell	3,573 -76	-2%	-$33.7K	0.53%	40
2023 Q3	$1.49M	Buy	+3,649	New	+$1.62M	0.54%	40
2023 Q1	$1.6M	Buy	+3,384	New	+$1.59M	0.61%	33
2022 Q4	–	Sell	-3,301	Closed	-$1.27M	–	773
2022 Q3	$1.27M	Sell	3,301 -107	-3%	-$44.7K	0.53%	42
2022 Q2	$1.47M	Buy	3,408 +432	+15%	+$190K	0.65%	39
2022 Q1	$1.31M	Buy	2,976 +345	+13%	+$140K	0.53%	47
2021 Q4	$935K	Buy	+2,631	New	+$910K	0.35%	77

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's LMT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Lockheed Martin (LMT) stake by 73% in Q4 2024, selling an estimated $842K and leaving 563 shares worth $273K. The position accounts for 0.2% of the portfolio, ranked #83.

Householder Group Estate & Retirement Specialist first reported a position in LMT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2023. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 563 shares of Lockheed Martin worth $273K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,545 Lockheed Martin shares in Q4 2024, an estimated $842K.
Lockheed Martin made up 0.2% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #83 holding.
Householder Group Estate & Retirement Specialist first reported a position in Lockheed Martin in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Lockheed Martin position peaked at $1.62M in Q4 2023.
2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.