Peterson Financial Group’s Lockheed Martin LMT Stock Holding History

Peterson Financial Group’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	$9.41K	Buy	+16	New	+$8.59K	0.04%	216
2023 Q1	–	Sell	-2,708	Closed	-$1.32M	–	49
2022 Q4	$1.32M	Sell	2,708 -1,487	-35%	-$691K	1.74%	18
2022 Q3	$1.62M	Buy	4,195 +791	+23%	+$330K	1.58%	22
2022 Q2	$1.46M	Buy	3,404 +192	+6%	+$84.3K	1.38%	34
2022 Q1	$1.42M	Buy	3,212 +134	+4%	+$54.3K	1.17%	38
2021 Q4	$1.09M	Buy	+3,078	New	+$1.06M	0.89%	48

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peterson Financial Group's LMT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Lockheed Martin (LMT) in Q3 2024: 16 shares worth $9.41K. The stake represents 0.04% of the portfolio and ranks #216 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in LMT as recently as Q4 2022.

Peterson Financial Group first reported a position in LMT in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.62M in Q3 2022. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

Peterson Financial Group held 16 shares of Lockheed Martin worth $9.41K as of Q3 2024.
Lockheed Martin was a new Peterson Financial Group position in Q3 2024.
Lockheed Martin made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #216 holding.
Peterson Financial Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Lockheed Martin position peaked at $1.62M in Q3 2022.
2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.