Maverick Capital’s Lockheed Martin LMT Stock Holding History

Maverick Capital’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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Maverick Capital's LMT Position: Q4 2023 in Review

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

Maverick Capital first reported a position in LMT in Q2 2019 and held it in 3 quarters. The position peaked at $1.96M in Q2 2019. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

Maverick Capital reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
Maverick Capital sold 3,298 Lockheed Martin shares in Q4 2023, an estimated $1.35M.
Maverick Capital first reported a position in Lockheed Martin in Q2 2019 and held it in 3 quarters.
Maverick Capital's Lockheed Martin position peaked at $1.96M in Q2 2019.
2,442 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.