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Meitav Investment House’s Lockheed Martin LMT Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-10,456
Closed -$4.73M – 304
2023
Q4 		$4.73M Buy
10,456
+337
+3% +$149K 0.07% 115
2023
Q3 		$4.15M Sell
10,119
-27
-0.3% -$12K 0.07% 129
2023
Q2 		$4.61M Sell
10,146
-1,979
-16% -$919K 0.07% 135
2023
Q1 		$5.73M Sell
12,125
-95
-0.8% -$44.5K 0.1% 138
2022
Q4 		$5.94M Sell
12,220
-611
-5% -$284K 0.1% 141
2022
Q3 		$5.05M Buy
12,831
+155
+1% +$64.7K 0.09% 141
2022
Q2 		$5.4M Buy
12,676
+37
+0.3% +$16.2K 0.09% 140
2022
Q1 		$5.6M Buy
12,639
+4,166
+49% +$1.69M 0.08% 153
2021
Q4 		$3M Buy
8,473
+1,809
+27% +$626K 0.05% 187
2021
Q3 		$2.32M Buy
6,664
+1,398
+27% +$506K 0.04% 194
2021
Q2 		$1.98M Buy
5,266
+2,211
+72% +$850K 0.05% 182
2021
Q1 		$1.13K Buy
3,055
+1,367
+81% +$469K 0.03% 203
2020
Q4 		$598K Buy
1,688
+1,052
+165% +$387K 0.02% 254
2020
Q3 		$244K Hold
636
– – 0.01% 357
2020
Q2 		$232K Sell
636
-611
-49% -$231K 0.01% 347
2020
Q1 		$423K Sell
1,247
-445
-26% -$175K 0.03% 249
2019
Q4 		$658K Sell
1,692
-805
-32% -$309K 0.05% 207
2019
Q3 		$973K Buy
2,497
+289
+13% +$109K 0.07% 169
2019
Q2 		$791K Buy
2,208
+1,159
+110% +$388K 0.05% 181
2019
Q1 		$313K Sell
1,049
-21
-2% -$6.16K 0.02% 309
2018
Q4 		$280K Sell
1,070
-5,698
-84% -$1.73M 0.02% 269
2018
Q3 		$2.34M Buy
6,768
+729
+12% +$235K 0.11% 110
2018
Q2 		$2.33M Buy
6,039
+2,333
+63% +$753K 0.1% 110
2018
Q1 		$1.25M Buy
3,706
+80
+2% +$27.2K 0.06% 127
2017
Q4 		$1.17M Buy
+3,626
New +$1.14M 0.07% 120

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

Meitav Investment House's LMT Position: Q1 2024 in Review

Meitav Investment House sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 10,456 shares — an estimated $4.73M sold.

Meitav Investment House first reported a position in LMT in Q4 2017 and held it in 25 quarters. The position peaked at $5.94M in Q4 2022. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Meitav Investment House reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 10,456 Lockheed Martin shares in Q1 2024, an estimated $4.73M.
  • Meitav Investment House first reported a position in Lockheed Martin in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's Lockheed Martin position peaked at $5.94M in Q4 2022.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.