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M Holdings Securities’s Lockheed Martin LMT Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-2,877
Closed -$1.32M – 252
2023
Q2 		$1.32M Sell
2,877
-3,555
-55% -$1.65M 0.27% 54
2023
Q1 		$3.04M Buy
+6,432
New +$3.02M 0.31% 61

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

M Holdings Securities's LMT Position: Q3 2024 in Review

M Holdings Securities sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 1,144 shares — an estimated $535K sold.

M Holdings Securities first reported a position in LMT in Q3 2014 and held it in 17 quarters. The position peaked at $3.95M in Q4 2022. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • M Holdings Securities reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 1,144 Lockheed Martin shares in Q3 2024, an estimated $535K.
  • M Holdings Securities first reported a position in Lockheed Martin in Q3 2014 and held it in 17 quarters.
  • M Holdings Securities's Lockheed Martin position peaked at $3.95M in Q4 2022.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.