KIG
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Kowal Investment Group’s Lockheed Martin LMT Stock Holding History

Kowal Investment 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 		$938K Buy
1,605
+379
+31% +$203K 0.17% 81
2024
Q2 		$573K Sell
1,226
-96
-7% -$44.4K 0.11% 97
2024
Q1 		$601K Buy
1,322
+465
+54% +$204K 0.13% 91
2023
Q4 		$388K Buy
857
+302
+54% +$134K 0.09% 105
2023
Q3 		$227K Sell
555
-33
-6% -$14.6K 0.06% 136
2023
Q2 		$271K Sell
588
-62
-10% -$28.8K 0.07% 128
2023
Q1 		$307K Sell
650
-238
-27% -$112K 0.09% 113
2022
Q4 		$432K Buy
888
+31
+4% +$14.4K 0.13% 89
2022
Q3 		$331K Buy
857
+55
+7% +$23K 0.11% 94
2022
Q2 		$345K Buy
802
+243
+43% +$107K 0.11% 93
2022
Q1 		$247K Buy
+559
New +$227K 0.08% 110
2021
Q4 		– Sell
-434
Closed -$150K – 570
2021
Q3 		$150K Buy
+434
New +$157K 0.05% 114

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

Kowal Investment Group's LMT Position: Q3 2024 in Review

Kowal Investment Group increased its Lockheed Martin (LMT) stake by 31% in Q3 2024, buying an estimated $203K and bringing the position to 1,605 shares worth $938K. The position accounts for 0.17% of the portfolio, ranked #81.

Kowal Investment Group first reported a position in LMT in Q3 2021 and has held it in 12 quarters since. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Kowal Investment Group held 1,605 shares of Lockheed Martin worth $938K as of Q3 2024.
  • Kowal Investment Group bought 379 Lockheed Martin shares in Q3 2024, an estimated $203K.
  • Lockheed Martin made up 0.17% of Kowal Investment Group's portfolio in Q3 2024, its #81 holding.
  • Kowal Investment Group first reported a position in Lockheed Martin in Q3 2021 and has held it in 12 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.