Monetta Financial Services’s Lockheed Martin LMT Stock Holding History

Monetta Financial Services’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	-1,800	Closed	-$816K	–	55
2023 Q4	$816K	Buy	+1,800	New	+$797K	0.78%	41
2021 Q1	–	Sell	-4,000	Closed	-$1.42M	–	42
2020 Q4	$1.42M	Hold	4,000	–	–	1.11%	24
2020 Q3	$1.53M	Hold	4,000	–	–	1.29%	20
2020 Q2	$1.46M	Hold	4,000	–	–	1.28%	22
2020 Q1	$1.36M	Hold	4,000	–	–	1.39%	19
2019 Q4	$1.56M	Hold	4,000	–	–	1.16%	21
2019 Q3	$1.56M	Hold	4,000	–	–	1.12%	20
2019 Q2	$1.45M	Buy	+4,000	New	+$1.34M	1%	23
2017 Q2	–	Sell	-2,200	Closed	-$589K	–	56
2017 Q1	$589K	Hold	2,200	–	–	0.34%	58
2016 Q4	$550K	Buy	+2,200	New	+$550K	0.34%	57

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Monetta Financial Services's LMT Position: Q1 2024 in Review

Monetta Financial Services sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 1,800 shares — an estimated $816K sold.

Monetta Financial Services first reported a position in LMT in Q4 2016 and held it in 10 quarters. The position peaked at $1.56M in Q3 2019. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

Monetta Financial Services reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
Monetta Financial Services sold 1,800 Lockheed Martin shares in Q1 2024, an estimated $816K.
Monetta Financial Services first reported a position in Lockheed Martin in Q4 2016 and held it in 10 quarters.
Monetta Financial Services's Lockheed Martin position peaked at $1.56M in Q3 2019.
2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Monetta Financial Services's 13F filing for Q1 2024, filed 8 May 2024.