LEA
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Legacy Edge Advisors’s Lockheed Martin LMT Stock Holding History

Legacy Edge Advisors’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
-496
Closed -$290K – 184
2024
Q3 		$290K Buy
496
+1
+0.2% +$537 0.05% 148
2024
Q2 		$231K Buy
+495
New +$229K 0.04% 157

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

Legacy Edge Advisors's LMT Position: Q4 2024 in Review

Legacy Edge Advisors sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 496 shares — an estimated $290K sold.

Legacy Edge Advisors first reported a position in LMT in Q2 2024 and held it in 2 quarters. The position peaked at $290K in Q3 2024. 2,693 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Legacy Edge Advisors reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 496 Lockheed Martin shares in Q4 2024, an estimated $290K.
  • Legacy Edge Advisors first reported a position in Lockheed Martin in Q2 2024 and held it in 2 quarters.
  • Legacy Edge Advisors's Lockheed Martin position peaked at $290K in Q3 2024.
  • 2,693 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Legacy Edge Advisors's 13F filing for Q4 2024, filed 17 Aug 2026.