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Lockerman Financial Group’s Lockheed Martin LMT Stock Holding History

Lockerman Financial 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 		– Sell
-649
Closed -$379K – 107
2024
Q3 		$379K Sell
649
-55
-8% -$29.5K 0.64% 51
2024
Q2 		$329K Sell
704
-1
-0.1% -$462 0.6% 56
2024
Q1 		$321K Buy
705
+1
+0.1% +$438 0.61% 48
2023
Q4 		$319K Buy
704
+17
+2% +$7.53K 0.74% 44
2023
Q3 		$281K Sell
687
-5
-0.7% -$2.22K 0.76% 47
2023
Q2 		$318K Hold
692
– – 0.88% 35
2023
Q1 		$327K Sell
692
-1
-0.1% -$469 0.9% 35
2022
Q4 		$337K Buy
693
+17
+3% +$7.9K 0.98% 30
2022
Q3 		$261K Buy
676
+33
+5% +$13.8K 0.75% 41
2022
Q2 		$276K Buy
643
+4
+0.6% +$1.76K 0.88% 36
2022
Q1 		$282K Sell
639
-13
-2% -$5.27K 0.76% 40
2021
Q4 		$232K Buy
+652
New +$226K 0.61% 56

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 $1.6B AUM 20.7% 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

Lockerman Financial Group's LMT Position: Q4 2024 in Review

Lockerman Financial Group sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 649 shares — an estimated $379K sold.

Lockerman Financial Group first reported a position in LMT in Q4 2021 and held it in 12 quarters. The position peaked at $379K in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Lockerman Financial Group reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Lockerman Financial Group sold 649 Lockheed Martin shares in Q4 2024, an estimated $379K.
  • Lockerman Financial Group first reported a position in Lockheed Martin in Q4 2021 and held it in 12 quarters.
  • Lockerman Financial Group's Lockheed Martin position peaked at $379K in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Lockerman Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.