KFSC
LMT icon

Keystone Financial Services (Colorado)’s Lockheed Martin LMT Stock Holding History

Keystone Financial Services (Colorado)’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
-413
Closed -$241K – 106
2024
Q3 		$241K Sell
413
-307
-43% -$165K 0.09% 80
2024
Q2 		$336K Buy
720
+34
+5% +$15.7K 0.14% 67
2024
Q1 		$312K Buy
686
+1
+0.1% +$438 0.14% 71
2023
Q4 		$311K Hold
685
– – 0.15% 62
2023
Q3 		$280K Sell
685
-369
-35% -$164K 0.15% 60
2023
Q2 		$485K Sell
1,054
-56
-5% -$26K 0.25% 43
2023
Q1 		$525K Buy
1,110
+12
+1% +$5.63K 0.28% 39
2022
Q4 		$509K Sell
1,098
-207
-16% -$96.2K 0.27% 43
2022
Q3 		$616K Sell
1,305
-49
-4% -$20.5K 0.36% 33
2022
Q2 		$581K Buy
1,354
+32
+2% +$14.1K 0.32% 38
2022
Q1 		$581K Buy
1,322
+62
+5% +$25.1K 0.33% 35
2021
Q4 		$448K Buy
+1,260
New +$436K 0.23% 51

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Keystone Financial Services (Colorado)'s LMT Position: Q4 2024 in Review

Keystone Financial Services (Colorado) sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 413 shares — an estimated $241K sold.

Keystone Financial Services (Colorado) first reported a position in LMT in Q4 2021 and held it in 12 quarters. The position peaked at $616K in Q3 2022. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Keystone Financial Services (Colorado) reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 413 Lockheed Martin shares in Q4 2024, an estimated $241K.
  • Keystone Financial Services (Colorado) first reported a position in Lockheed Martin in Q4 2021 and held it in 12 quarters.
  • Keystone Financial Services (Colorado)'s Lockheed Martin position peaked at $616K in Q3 2022.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q4 2024, filed 31 Jan 2025.