JFG
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JMG Financial Group’s Lockheed Martin LMT Stock Holding History

JMG Financial Group’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
-500
Closed -$234K – 119
2024
Q2 		$234K Hold
500
– – 0.01% 113
2024
Q1 		$227K Hold
500
– – 0.01% 115
2023
Q4 		$227K Hold
500
– – 0.01% 115
2023
Q3 		$204K Hold
500
– – 0.01% 108
2023
Q2 		$230K Hold
500
– – 0.01% 104
2023
Q1 		$236K Sell
500
-7
-1% -$3.28K 0.01% 101
2022
Q4 		$247K Buy
+507
New +$236K 0.01% 96
2022
Q3 		– Sell
-500
Closed -$215K – 94
2022
Q2 		$215K Hold
500
– – 0.01% 89
2022
Q1 		$221K Buy
+500
New +$203K 0.01% 84

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JMG Financial Group's LMT Position: Q3 2024 in Review

JMG Financial Group sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 500 shares — an estimated $234K sold.

JMG Financial Group first reported a position in LMT in Q1 2022 and held it in 9 quarters. The position peaked at $247K in Q4 2022. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • JMG Financial Group reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
  • JMG Financial Group sold 500 Lockheed Martin shares in Q3 2024, an estimated $234K.
  • JMG Financial Group first reported a position in Lockheed Martin in Q1 2022 and held it in 9 quarters.
  • JMG Financial Group's Lockheed Martin position peaked at $247K in Q4 2022.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on JMG Financial Group's 13F filing for Q3 2024, filed 22 Oct 2024.