PCMC
LMT icon

Planning Capital Management Corporation’s Lockheed Martin LMT Stock Holding History

Planning Capital Management Corporation’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 		$5.96M Sell
10,203
-650
-6% -$349K 3.95% 3
2024
Q2 		$5.07M Buy
10,853
+421
+4% +$195K 3.58% 2
2024
Q1 		$4.75M Buy
10,432
+153
+1% +$67.1K 3.47% 3
2023
Q4 		$4.66M Buy
+10,279
New +$4.55M 3.64% 3

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

Planning Capital Management Corporation's LMT Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Lockheed Martin (LMT) stake by 6% in Q3 2024, selling an estimated $349K and leaving 10,203 shares worth $5.96M. The position accounts for 3.95% of the portfolio, ranked #3.

Planning Capital Management Corporation first reported a position in LMT in Q4 2023 and has held it in 4 quarters since. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Planning Capital Management Corporation held 10,203 shares of Lockheed Martin worth $5.96M as of Q3 2024.
  • Planning Capital Management Corporation sold 650 Lockheed Martin shares in Q3 2024, an estimated $349K.
  • Lockheed Martin made up 3.95% of Planning Capital Management Corporation's portfolio in Q3 2024, its #3 holding.
  • Planning Capital Management Corporation first reported a position in Lockheed Martin in Q4 2023 and has held it in 4 quarters since.
  • 2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.