Lane & Associates’s Lockheed Martin LMT Stock Holding History

Lane & Associates’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	-351	Closed	-$205K	–	124
2024 Q3	$205K	Buy	+351	New	+$188K	0.11%	109

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lane & Associates's LMT Position: Q4 2024 in Review

Lane & Associates sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 351 shares — an estimated $205K sold.

Lane & Associates first reported a position in LMT in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Lane & Associates reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Lane & Associates sold 351 Lockheed Martin shares in Q4 2024, an estimated $205K.
Lane & Associates first reported a position in Lockheed Martin in Q3 2024 and held it in 1 quarter.
Lane & Associates's Lockheed Martin position peaked at $205K in Q3 2024.
2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Lane & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.