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Lee Ainslie’s Lockheed Martin LMT Stock Holding History

Lee Ainslie’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
2023
Q4 		– Sell
-3,298
Closed -$1.35M – 414
2023
Q3 		$1.35M Buy
+3,298
New +$1.46M 0.03% 101
2021
Q3 		– Sell
-334
Closed -$126K – 729
2021
Q2 		$126K Buy
+334
New +$128K ﹤0.01% 546
2019
Q3 		– Sell
-5,390
Closed -$1.96M – 374
2019
Q2 		$1.96M Buy
+5,390
New +$1.8M 0.03% 237

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

Lee Ainslie's LMT Position: Q4 2023 in Review

Lee Ainslie sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 3,298 shares — an estimated $1.35M sold.

Lee Ainslie first reported a position in LMT in Q2 2019 and held it in 3 quarters. The position peaked at $1.96M in Q2 2019. 2,444 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

  • Lee Ainslie reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
  • Lee Ainslie sold 3,298 Lockheed Martin shares in Q4 2023, an estimated $1.35M.
  • Lee Ainslie first reported a position in Lockheed Martin in Q2 2019 and held it in 3 quarters.
  • Lee Ainslie's Lockheed Martin position peaked at $1.96M in Q2 2019.
  • 2,444 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Maverick Capital's 13F filing for Q4 2023, filed 14 Feb 2024.