Idaho Trust Bank’s Lockheed Martin LMT Stock Holding History

Idaho Trust Bank’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 Q2	–	Sell	-1,153	Closed	-$524K	–	105
2024 Q1	$524K	Buy	+1,153	New	+$505K	0.51%	50

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Idaho Trust Bank's LMT Position: Q2 2024 in Review

Idaho Trust Bank sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 1,153 shares — an estimated $524K sold.

Idaho Trust Bank first reported a position in LMT in Q1 2024 and held it in 1 quarter. The position peaked at $524K in Q1 2024. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

Idaho Trust Bank reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
Idaho Trust Bank sold 1,153 Lockheed Martin shares in Q2 2024, an estimated $524K.
Idaho Trust Bank first reported a position in Lockheed Martin in Q1 2024 and held it in 1 quarter.
Idaho Trust Bank's Lockheed Martin position peaked at $524K in Q1 2024.
2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.