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New Potomac Partners’s Lockheed Martin LMT Stock Holding History

New Potomac Partners’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
Q3 		$300K Hold
514
– – 0.15% 76
2024
Q2 		$240K Hold
514
– – 0.13% 80
2024
Q1 		$234K Sell
514
-13
-2% -$5.7K 0.13% 81
2023
Q4 		$239K Buy
+527
New +$233K 0.14% 81
2019
Q1 		– Sell
-250
Closed -$65K – 146
2018
Q4 		$65K Hold
250
– – 0.07% 94
2018
Q3 		$86K Hold
250
– – 0.08% 87
2018
Q2 		$74K Hold
250
– – 0.07% 93
2018
Q1 		$84K Buy
250
+75
+43% +$25.5K 0.08% 85
2017
Q4 		$56K Buy
+175
New +$55.2K 0.05% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New Potomac Partners's LMT Position: Q3 2024 in Review

New Potomac Partners held its Lockheed Martin (LMT) position steady in Q3 2024 at 514 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #76.

New Potomac Partners first reported a position in LMT in Q4 2017 and has held it in 9 quarters since. 2,602 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • New Potomac Partners held 514 shares of Lockheed Martin worth $300K as of Q3 2024.
  • New Potomac Partners left its Lockheed Martin share count unchanged in Q3 2024.
  • Lockheed Martin made up 0.15% of New Potomac Partners's portfolio in Q3 2024, its #76 holding.
  • New Potomac Partners first reported a position in Lockheed Martin in Q4 2017 and has held it in 9 quarters since.
  • 2,602 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.