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New England Research & Management’s Lockheed Martin LMT Stock Holding History

New England Research & 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
Q1 		– Sell
-1,804
Closed -$818K – 164
2023
Q4 		$818K Buy
1,804
+250
+16% +$111K 0.43% 80
2023
Q3 		$636K Buy
+1,554
New +$689K 0.36% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New England Research & Management's LMT Position: Q1 2024 in Review

New England Research & Management sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 1,804 shares — an estimated $818K sold.

New England Research & Management first reported a position in LMT in Q3 2023 and held it in 2 quarters. The position peaked at $818K in Q4 2023. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • New England Research & Management reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
  • New England Research & Management sold 1,804 Lockheed Martin shares in Q1 2024, an estimated $818K.
  • New England Research & Management first reported a position in Lockheed Martin in Q3 2023 and held it in 2 quarters.
  • New England Research & Management's Lockheed Martin position peaked at $818K in Q4 2023.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on New England Research & Management's 13F filing for Q1 2024, filed 16 Apr 2024.