JWM
LMT icon

Janiczek Wealth Management’s Lockheed Martin LMT Stock Holding History

Janiczek Wealth Management’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 		$1.17M Sell
2,506
-594
-19% -$275K 0.25% 42
2024
Q1 		$1.41M Sell
3,100
-886
-22% -$388K 0.3% 39
2023
Q4 		$1.81M Buy
3,986
+37
+0.9% +$16.4K 0.44% 24
2023
Q3 		$1.61M Buy
3,949
+687
+21% +$305K 0.43% 26
2023
Q2 		$1.5M Buy
3,262
+22
+0.7% +$10.2K 0.41% 25
2023
Q1 		$1.58M Sell
3,240
-42
-1% -$19.7K 0.45% 23
2022
Q4 		$1.52M Buy
3,282
+42
+1% +$19.5K 0.43% 26
2022
Q3 		$1.33M Buy
3,240
+440
+16% +$184K 0.43% 26
2022
Q2 		$1.16M Sell
2,800
-14
-0.5% -$6.15K 0.34% 31
2022
Q1 		$1.24M Buy
2,814
+68
+2% +$27.6K 0.34% 30
2021
Q4 		$976K Buy
2,746
+5
+0.2% +$1.73K 0.29% 33
2021
Q3 		$946K Buy
2,741
+4
+0.1% +$1.45K 0.33% 31
2021
Q2 		$1.04M Sell
2,737
-560
-17% -$215K 0.38% 29
2021
Q1 		$1.22M Buy
3,297
+35
+1% +$12K 0.49% 24
2020
Q4 		$1.16M Sell
3,262
-1
-0% -$368 0.56% 21
2020
Q3 		$1.25M Buy
3,263
+57
+2% +$21.8K 0.67% 19
2020
Q2 		$1.17M Buy
3,206
+7
+0.2% +$2.64K 0.66% 19
2020
Q1 		$1.08M Hold
3,199
– – 0.61% 18
2019
Q4 		$1.25M Buy
3,199
+26
+0.8% +$9.98K 0.56% 18
2019
Q3 		$1.24M Hold
3,173
– – 0.56% 18
2019
Q2 		$1.15M Hold
3,173
– – 0.54% 19
2019
Q1 		$952K Sell
3,173
-148
-4% -$43.4K 0.45% 20
2018
Q4 		$870K Hold
3,321
– – 0.44% 20
2018
Q3 		$1.15M Sell
3,321
-865
-21% -$279K 0.6% 15
2018
Q2 		$1.24M Buy
4,186
+2,646
+172% +$854K 0.65% 14
2018
Q1 		$520K Hold
1,540
– – 0.29% 19
2017
Q4 		$494K Hold
1,540
– – 0.27% 18
2017
Q3 		$478K Hold
1,540
– – 0.27% 21
2017
Q2 		$428K Hold
1,540
– – 0.25% 20
2017
Q1 		$412K Buy
1,540
+228
+17% +$59.7K 0.24% 20
2016
Q4 		$328K Buy
+1,312
New +$328K 0.15% 21

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janiczek Wealth Management's LMT Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Lockheed Martin (LMT) stake by 19% in Q2 2024, selling an estimated $275K and leaving 2,506 shares worth $1.17M. The position accounts for 0.25% of the portfolio, ranked #42.

Janiczek Wealth Management first reported a position in LMT in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.81M in Q4 2023. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Janiczek Wealth Management held 2,506 shares of Lockheed Martin worth $1.17M as of Q2 2024.
  • Janiczek Wealth Management sold 594 Lockheed Martin shares in Q2 2024, an estimated $275K.
  • Lockheed Martin made up 0.25% of Janiczek Wealth Management's portfolio in Q2 2024, its #42 holding.
  • Janiczek Wealth Management first reported a position in Lockheed Martin in Q4 2016 and has held it in 31 quarters since.
  • Janiczek Wealth Management's Lockheed Martin position peaked at $1.81M in Q4 2023.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.