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Planned Solutions’s Lockheed Martin LMT Stock Holding History

Planned Solutions’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
-237
Closed -$139K – 409
2024
Q3 		$139K Buy
+237
New +$127K 0.06% 156
2024
Q1 		– Sell
-237
Closed -$107K – 347
2023
Q4 		$107K Buy
+237
New +$105K 0.05% 176
2021
Q1 		– Sell
-395
Closed -$140K – 258
2020
Q4 		$140K Hold
395
– – 0.11% 75
2020
Q3 		$151K Buy
+395
New +$151K 0.15% 58

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planned Solutions's LMT Position: Q4 2024 in Review

Planned Solutions sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 237 shares — an estimated $139K sold.

Planned Solutions first reported a position in LMT in Q3 2020 and held it in 4 quarters. The position peaked at $151K in Q3 2020. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Planned Solutions reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 237 Lockheed Martin shares in Q4 2024, an estimated $139K.
  • Planned Solutions first reported a position in Lockheed Martin in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Lockheed Martin position peaked at $151K in Q3 2020.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.