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Mendota Financial Group’s Lockheed Martin LMT Stock Holding History

Mendota 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
Q2 		– Sell
-30
Closed -$13.6K – 399
2024
Q1 		$13.6K Hold
30
– – 0.01% 227
2023
Q4 		$13.6K Hold
30
– – 0.01% 262
2023
Q3 		$12.3K Hold
30
– – 0.01% 187
2023
Q2 		$13.8K Sell
30
-30
-50% -$13.9K 0.02% 184
2023
Q1 		$26.5K Hold
60
– – 0.03% 178
2022
Q4 		$29.2K Buy
+60
New +$27.9K 0.04% 161

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

Mendota Financial Group's LMT Position: Q2 2024 in Review

Mendota Financial Group sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 30 shares — an estimated $13.6K sold.

Mendota Financial Group first reported a position in LMT in Q4 2022 and held it in 6 quarters. The position peaked at $29.2K in Q4 2022. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Mendota Financial Group reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • Mendota Financial Group sold 30 Lockheed Martin shares in Q2 2024, an estimated $13.6K.
  • Mendota Financial Group first reported a position in Lockheed Martin in Q4 2022 and held it in 6 quarters.
  • Mendota Financial Group's Lockheed Martin position peaked at $29.2K in Q4 2022.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Mendota Financial Group's 13F filing for Q2 2024, filed 11 Jul 2024.