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KLR Investment Advisors’s Lockheed Martin LMT Stock Holding History

KLR Investment Advisors’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
Q1 		$471K Buy
1,020
+1
+0.1% +$438 0.34% 77
2023
Q4 		$462K Sell
1,019
-47
-4% -$20.8K 0.33% 81
2023
Q3 		$504K Sell
1,066
-87
-8% -$38.6K 0.46% 63
2023
Q2 		$531K Buy
1,153
+32
+3% +$14.9K 0.44% 62
2023
Q1 		$530K Sell
1,121
-294
-21% -$138K 0.47% 62
2022
Q4 		$688K Buy
+1,415
New +$658K 0.57% 38

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

KLR Investment Advisors's LMT Position: Q1 2024 in Review

KLR Investment Advisors increased its Lockheed Martin (LMT) stake by 0.1% in Q1 2024, buying an estimated $438 and bringing the position to 1,020 shares worth $471K. The position accounts for 0.34% of the portfolio, ranked #77.

KLR Investment Advisors first reported a position in LMT in Q4 2022 and has held it in 6 quarters since. The position peaked at $688K in Q4 2022. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • KLR Investment Advisors held 1,020 shares of Lockheed Martin worth $471K as of Q1 2024.
  • KLR Investment Advisors bought 1 Lockheed Martin share in Q1 2024, an estimated $438.
  • Lockheed Martin made up 0.34% of KLR Investment Advisors's portfolio in Q1 2024, its #77 holding.
  • KLR Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Lockheed Martin position peaked at $688K in Q4 2022.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.