Merrion Investment Management’s Lockheed Martin LMT Stock Holding History

Merrion Investment 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	–	Sell	-495	Closed	-$289K	–	107
2024 Q3	$289K	Buy	495 +40	+9%	+$21.5K	0.19%	88
2024 Q2	$213K	Hold	455	–	–	0.15%	95
2024 Q1	$208K	Hold	455	–	–	0.15%	96
2023 Q4	$206K	Buy	+455	New	+$202K	0.16%	89
2023 Q3	–	Sell	-455	Closed	-$209K	–	100
2023 Q2	$209K	Hold	455	–	–	0.18%	95
2023 Q1	$215K	Buy	+455	New	+$213K	0.21%	85
2021 Q4	–	Sell	-956	Closed	-$329K	–	99
2021 Q3	$329K	Sell	956 -1,199	-56%	-$434K	0.25%	70
2021 Q2	$815K	Hold	2,155	–	–	0.62%	37
2021 Q1	$796K	Sell	2,155 -1,000	-32%	-$343K	0.66%	34
2020 Q4	$1.12M	Buy	+3,155	New	+$1.16M	0.95%	26

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

Merrion Investment Management's LMT Position: Q4 2024 in Review

Merrion Investment Management sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 495 shares — an estimated $289K sold.

Merrion Investment Management first reported a position in LMT in Q4 2020 and held it in 10 quarters. The position peaked at $1.12M in Q4 2020. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Merrion Investment Management reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Merrion Investment Management sold 495 Lockheed Martin shares in Q4 2024, an estimated $289K.
Merrion Investment Management first reported a position in Lockheed Martin in Q4 2020 and held it in 10 quarters.
Merrion Investment Management's Lockheed Martin position peaked at $1.12M in Q4 2020.
2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Merrion Investment Management's 13F filing for Q4 2024, filed 23 Jan 2025.