O'Donnell Financial Services’s Lockheed Martin LMT Stock Holding History

O'Donnell 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 Q4	–	Sell	-350	Closed	-$205K	–	43
2024 Q3	$205K	Buy	+350	New	+$188K	0.08%	43

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

O'Donnell Financial Services's LMT Position: Q4 2024 in Review

O'Donnell Financial Services sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 350 shares — an estimated $205K sold.

O'Donnell Financial Services first reported a position in LMT in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

O'Donnell Financial Services reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
O'Donnell Financial Services sold 350 Lockheed Martin shares in Q4 2024, an estimated $205K.
O'Donnell Financial Services first reported a position in Lockheed Martin in Q3 2024 and held it in 1 quarter.
O'Donnell Financial Services's Lockheed Martin position peaked at $205K in Q3 2024.
2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on O'Donnell Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.