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Kolinsky Wealth Management’s Lockheed Martin LMT Stock Holding History

Kolinsky 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
Q4 		$479K Sell
985
-112
-10% -$61.1K 0.29% 71
2024
Q3 		$641K Sell
1,097
-13
-1% -$6.98K 0.42% 49
2024
Q2 		$518K Buy
1,110
+54
+5% +$25K 0.37% 58
2024
Q1 		$480K Sell
1,056
-19
-2% -$8.33K 0.37% 65
2023
Q4 		$487K Buy
1,075
+11
+1% +$4.87K 0.43% 54
2023
Q3 		$435K Sell
1,064
-16
-1% -$7.1K 0.43% 53
2023
Q2 		$494K Buy
1,080
+55
+5% +$25.5K 0.47% 47
2023
Q1 		$485K Sell
1,025
-7
-0.7% -$3.28K 0.51% 41
2022
Q4 		$502K Buy
1,032
+22
+2% +$10.2K 0.57% 35
2022
Q3 		$390K Buy
1,010
+25
+3% +$10.4K 0.49% 38
2022
Q2 		$424K Buy
985
+32
+3% +$14.1K 0.5% 41
2022
Q1 		$421K Buy
953
+134
+16% +$54.3K 0.41% 44
2021
Q4 		$291K Buy
+819
New +$283K 0.27% 99

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kolinsky Wealth Management's LMT Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Lockheed Martin (LMT) stake by 10% in Q4 2024, selling an estimated $61.1K and leaving 985 shares worth $479K. The position accounts for 0.29% of the portfolio, ranked #71.

Kolinsky Wealth Management first reported a position in LMT in Q4 2021 and has held it in 13 quarters since. The position peaked at $641K in Q3 2024. 2,694 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Kolinsky Wealth Management held 985 shares of Lockheed Martin worth $479K as of Q4 2024.
  • Kolinsky Wealth Management sold 112 Lockheed Martin shares in Q4 2024, an estimated $61.1K.
  • Lockheed Martin made up 0.29% of Kolinsky Wealth Management's portfolio in Q4 2024, its #71 holding.
  • Kolinsky Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's Lockheed Martin position peaked at $641K in Q3 2024.
  • 2,694 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.