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Morningstar Investment Services’s Lockheed Martin LMT Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-24,368
Closed -$14.2M – 285
2024
Q3 		$14.2M Sell
24,368
-16,694
-41% -$8.96M 0.14% 115
2024
Q2 		$19.2M Sell
41,062
-30,222
-42% -$14M 0.21% 101
2024
Q1 		$32.6M Sell
71,284
-76,527
-52% -$33.5M 0.36% 78
2023
Q4 		$66.7M Buy
147,811
+73,774
+100% +$32.7M 0.38% 74
2023
Q3 		$30.4M Sell
74,037
-1,484
-2% -$658K 0.39% 72
2023
Q2 		$34.4M Sell
75,521
-27,747
-27% -$12.9M 0.44% 65
2023
Q1 		$48.9M Sell
103,268
-45,190
-30% -$21.2M 0.66% 44
2022
Q4 		$70.8M Sell
148,458
-46,409
-24% -$21.6M 0.96% 26
2022
Q3 		$91.9M Sell
194,867
-1,160
-0.6% -$484K 1.3% 18
2022
Q2 		$82.2M Buy
196,027
+9,228
+5% +$4.05M 1.1% 26
2022
Q1 		$82.8M Buy
186,799
+5,604
+3% +$2.27M 0.92% 31
2021
Q4 		$64.4M Buy
181,195
+5,451
+3% +$1.89M 0.72% 37
2021
Q3 		$61.6M Buy
175,744
+1,572
+0.9% +$569K 0.73% 38
2021
Q2 		$65M Sell
174,172
-8,414
-5% -$3.24M 0.78% 38
2021
Q1 		$67.7M Buy
182,586
+99,198
+119% +$34M 0.88% 31
2020
Q4 		$29.6M Buy
+83,388
New +$30.7M 0.41% 66
2019
Q1 		– Sell
-941
Closed -$246K – 214
2018
Q4 		$246K Buy
+941
New +$285K ﹤0.01% 194

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Morningstar Investment Services's LMT Position: Q4 2024 in Review

Morningstar Investment Services sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 24,368 shares — an estimated $14.2M sold.

Morningstar Investment Services first reported a position in LMT in Q4 2018 and held it in 17 quarters. The position peaked at $91.9M in Q3 2022. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Morningstar Investment Services reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 24,368 Lockheed Martin shares in Q4 2024, an estimated $14.2M.
  • Morningstar Investment Services first reported a position in Lockheed Martin in Q4 2018 and held it in 17 quarters.
  • Morningstar Investment Services's Lockheed Martin position peaked at $91.9M in Q3 2022.
  • 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.