JTC Employer Solutions Trustee’s Lockheed Martin LMT Stock Holding History

JTC Employer Solutions Trustee’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	-118	Closed	-$54K	–	340
2024 Q1	$54K	Hold	118	–	–	﹤0.01%	251
2023 Q4	$53K	Hold	118	–	–	﹤0.01%	249
2023 Q3	$48K	Hold	118	–	–	﹤0.01%	256
2023 Q2	$54K	Hold	118	–	–	0.01%	252
2023 Q1	$56K	Hold	118	–	–	0.01%	255
2022 Q4	$57K	Hold	118	–	–	﹤0.01%	255
2022 Q3	$46K	Hold	118	–	–	0.01%	216
2022 Q2	$51K	Hold	118	–	–	0.01%	190
2022 Q1	$52K	Hold	118	–	–	0.01%	204
2021 Q4	$42K	Hold	118	–	–	0.01%	222
2021 Q3	$41K	Hold	118	–	–	0.01%	226
2021 Q2	$45K	Buy	+118	New	+$45.4K	0.01%	218

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

JTC Employer Solutions Trustee's LMT Position: Q2 2024 in Review

JTC Employer Solutions Trustee sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 118 shares — an estimated $54K sold.

JTC Employer Solutions Trustee first reported a position in LMT in Q2 2021 and held it in 12 quarters. The position peaked at $57K in Q4 2022. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

JTC Employer Solutions Trustee reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
JTC Employer Solutions Trustee sold 118 Lockheed Martin shares in Q2 2024, an estimated $54K.
JTC Employer Solutions Trustee first reported a position in Lockheed Martin in Q2 2021 and held it in 12 quarters.
JTC Employer Solutions Trustee's Lockheed Martin position peaked at $57K in Q4 2022.
2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2024, filed 16 Jul 2024.