Jackson Square Capital’s Lockheed Martin LMT Stock Holding History

Jackson Square Capital’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 Q3	–	Sell	-1,877	Closed	-$877K	–	145
2024 Q2	$877K	Buy	1,877 +923	+97%	+$427K	0.22%	76
2024 Q1	$434K	Sell	954 -57	-6%	-$25K	0.11%	105
2023 Q4	$458K	Hold	1,011	–	–	0.15%	93
2023 Q3	$413K	Sell	1,011 -555	-35%	-$246K	0.17%	87
2023 Q2	$721K	Sell	1,566 -9	-0.6%	-$4.18K	0.29%	63
2023 Q1	$745K	Buy	1,575 +367	+30%	+$172K	0.33%	65
2022 Q4	$588K	Buy	+1,208	New	+$561K	0.28%	76
2020 Q4	–	Sell	-99	Closed	-$38K	–	255
2020 Q3	$38K	Sell	99 -3	-3%	-$1.15K	0.02%	189
2020 Q2	$37K	Sell	102 -3	-3%	-$1.13K	0.02%	167
2020 Q1	$36K	Sell	105 -26	-20%	-$10.2K	0.03%	137
2019 Q4	$51K	Buy	+131	New	+$50.3K	0.03%	148

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jackson Square Capital's LMT Position: Q3 2024 in Review

Jackson Square Capital sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 1,877 shares — an estimated $877K sold.

Jackson Square Capital first reported a position in LMT in Q4 2019 and held it in 11 quarters. The position peaked at $877K in Q2 2024. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

Jackson Square Capital reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
Jackson Square Capital sold 1,877 Lockheed Martin shares in Q3 2024, an estimated $877K.
Jackson Square Capital first reported a position in Lockheed Martin in Q4 2019 and held it in 11 quarters.
Jackson Square Capital's Lockheed Martin position peaked at $877K in Q2 2024.
2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Jackson Square Capital's 13F filing for Q3 2024, filed 31 Oct 2024.