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Merriman Wealth Management’s Lockheed Martin LMT Stock Holding History

Merriman Wealth Management’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 		$215K Buy
442
+4
+0.9% +$2.18K 0.01% 195
2024
Q3 		$256K Sell
438
-39
-8% -$20.9K 0.01% 190
2024
Q2 		$223K Buy
+477
New +$220K 0.01% 191

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Merriman Wealth Management's LMT Position: Q4 2024 in Review

Merriman Wealth Management increased its Lockheed Martin (LMT) stake by 0.91% in Q4 2024, buying an estimated $2.18K and bringing the position to 442 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #195.

Merriman Wealth Management first reported a position in LMT in Q2 2024 and has held it in 3 quarters since. The position peaked at $256K in Q3 2024. 2,694 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Merriman Wealth Management held 442 shares of Lockheed Martin worth $215K as of Q4 2024.
  • Merriman Wealth Management bought 4 Lockheed Martin shares in Q4 2024, an estimated $2.18K.
  • Lockheed Martin made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #195 holding.
  • Merriman Wealth Management first reported a position in Lockheed Martin in Q2 2024 and has held it in 3 quarters since.
  • Merriman Wealth Management's Lockheed Martin position peaked at $256K in Q3 2024.
  • 2,694 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.