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Lake Street Advisors Group’s Lockheed Martin LMT Stock Holding History

Lake Street Advisors 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
Q4 		$3.29M Buy
6,778
+3,112
+85% +$1.7M 0.15% 89
2024
Q3 		$2.14M Sell
3,666
-3,088
-46% -$1.66M 0.1% 119
2024
Q2 		$3.15M Buy
6,754
+39
+0.6% +$18K 0.15% 89
2024
Q1 		$3.05M Buy
6,715
+67
+1% +$29.4K 0.14% 101
2023
Q4 		$3.01M Buy
+6,648
New +$2.95M 0.15% 94
2021
Q3 		– Sell
-918
Closed -$330K – 340
2021
Q2 		$330K Sell
918
-115
-11% -$44.2K 0.02% 228
2021
Q1 		$382K Sell
1,033
-32
-3% -$11K 0.03% 194
2020
Q4 		$378K Sell
1,065
-70
-6% -$25.7K 0.03% 185
2020
Q3 		$435K Sell
1,135
-80
-7% -$30.5K 0.04% 156
2020
Q2 		$443K Sell
1,215
-1
-0.1% -$378 0.04% 145
2020
Q1 		$412K Buy
1,216
+486
+67% +$191K 0.05% 129
2019
Q4 		$284K Sell
730
-22
-3% -$8.44K 0.03% 193
2019
Q3 		$251K Buy
752
+164
+28% +$61.7K 0.03% 182
2019
Q2 		$214K Buy
+588
New +$197K 0.02% 204
2018
Q3 		– Sell
-4,457
Closed -$1.32M – 277
2018
Q2 		$1.32M Buy
4,457
+3,590
+414% +$1.16M 0.13% 56
2018
Q1 		$293K Sell
867
-834
-49% -$284K 0.03% 209
2017
Q4 		$546K Buy
+1,701
New +$536K 0.06% 130

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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's LMT Position: Q4 2024 in Review

Lake Street Advisors Group increased its Lockheed Martin (LMT) stake by 85% in Q4 2024, buying an estimated $1.7M and bringing the position to 6,778 shares worth $3.29M. The position accounts for 0.15% of the portfolio, ranked #89.

Lake Street Advisors Group first reported a position in LMT in Q4 2017 and has held it in 17 quarters since. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Lake Street Advisors Group held 6,778 shares of Lockheed Martin worth $3.29M as of Q4 2024.
  • Lake Street Advisors Group bought 3,112 Lockheed Martin shares in Q4 2024, an estimated $1.7M.
  • Lockheed Martin made up 0.15% of Lake Street Advisors Group's portfolio in Q4 2024, its #89 holding.
  • Lake Street Advisors Group first reported a position in Lockheed Martin in Q4 2017 and has held it in 17 quarters since.
  • 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.