Lee, Danner & Bass’s Lockheed Martin LMT Stock Holding History

Lee, Danner & Bass’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
2025 Q1	–	Sell	-120	Closed	-$58.3K	–	510
2024 Q4	$58.3K	Buy	+120	New	+$65.4K	﹤0.01%	335

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee, Danner & Bass's LMT Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 120 shares — an estimated $58.3K sold.

Lee, Danner & Bass first reported a position in LMT in Q4 2024 and held it in 1 quarter. The position peaked at $58.3K in Q4 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Lee, Danner & Bass reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 120 Lockheed Martin shares in Q1 2025, an estimated $58.3K.
Lee, Danner & Bass first reported a position in Lockheed Martin in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Lockheed Martin position peaked at $58.3K in Q4 2024.
2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.