Ironsides Asset Advisors’s Lockheed Martin LMT Stock Holding History

Ironsides Asset Advisors’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	–	Sell	-740	Closed	-$433K	–	72
2024 Q3	$433K	Hold	740	–	–	0.13%	49
2024 Q2	$346K	Hold	740	–	–	0.12%	48
2024 Q1	$337K	Sell	740 -92	-11%	-$40.3K	0.12%	54
2023 Q4	$377K	Sell	832 -185	-18%	-$82K	0.16%	42
2023 Q3	$416K	Sell	1,017 -120	-11%	-$53.2K	0.19%	42
2023 Q2	$523K	Hold	1,137	–	–	0.22%	36
2023 Q1	$537K	Hold	1,137	–	–	0.24%	35
2022 Q4	$553K	Hold	1,137	–	–	0.25%	32
2022 Q3	$439K	Hold	1,137	–	–	0.2%	41
2022 Q2	$489K	Buy	1,137 +675	+146%	+$296K	0.18%	40
2022 Q1	$204K	Buy	+462	New	+$187K	0.06%	90
2021 Q3	–	Sell	-537	Closed	-$203K	–	98
2021 Q2	$203K	Sell	537 -13	-2%	-$5K	0.06%	95
2021 Q1	$203K	Buy	+550	New	+$189K	0.06%	87

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 $1.6B AUM 20.7% 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

Ironsides Asset Advisors's LMT Position: Q4 2024 in Review

Ironsides Asset Advisors sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 740 shares — an estimated $433K sold.

Ironsides Asset Advisors first reported a position in LMT in Q1 2021 and held it in 13 quarters. The position peaked at $553K in Q4 2022. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Ironsides Asset Advisors reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Ironsides Asset Advisors sold 740 Lockheed Martin shares in Q4 2024, an estimated $433K.
Ironsides Asset Advisors first reported a position in Lockheed Martin in Q1 2021 and held it in 13 quarters.
Ironsides Asset Advisors's Lockheed Martin position peaked at $553K in Q4 2022.
2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Ironsides Asset Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.