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Oracle Alpha’s Lockheed Martin LMT Stock Holding History

Oracle Alpha’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 		$343K Sell
755
-303
-29% -$133K 0.62% 55
2023
Q4 		$480K Buy
+1,058
New +$469K 0.62% 31

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

Oracle Alpha's LMT Position: Q1 2024 in Review

Oracle Alpha reduced its Lockheed Martin (LMT) stake by 29% in Q1 2024, selling an estimated $133K and leaving 755 shares worth $343K. The position accounts for 0.62% of the portfolio, ranked #55.

Oracle Alpha first reported a position in LMT in Q4 2023 and has held it in 2 quarters since. The position peaked at $480K in Q4 2023. 2,417 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Oracle Alpha held 755 shares of Lockheed Martin worth $343K as of Q1 2024.
  • Oracle Alpha sold 303 Lockheed Martin shares in Q1 2024, an estimated $133K.
  • Lockheed Martin made up 0.62% of Oracle Alpha's portfolio in Q1 2024, its #55 holding.
  • Oracle Alpha first reported a position in Lockheed Martin in Q4 2023 and has held it in 2 quarters since.
  • Oracle Alpha's Lockheed Martin position peaked at $480K in Q4 2023.
  • 2,417 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.