Platte River Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Platte River Wealth Advisors’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	$240K	Buy	+410	New	+$220K	0.06%	86
2021 Q1	–	Sell	-6,639	Closed	-$2.25M	–	88
2020 Q4	$2.25M	Buy	6,639 +859	+15%	+$316K	0.97%	25
2020 Q3	$2.21M	Buy	5,780 +536	+10%	+$205K	1.14%	24
2020 Q2	$1.9M	Buy	+5,244	New	+$1.98M	1.05%	27
2019 Q4	$1.48M	Buy	+3,464	New	+$1.33M	0.78%	33

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

Platte River Wealth Advisors's LMT Position: Q3 2024 in Review

Platte River Wealth Advisors opened a new position in Lockheed Martin (LMT) in Q3 2024: 410 shares worth $240K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings. This is a return to the name: Platte River Wealth Advisors previously reported a position in LMT as recently as Q4 2020.

Platte River Wealth Advisors first reported a position in LMT in Q4 2019 and has held it in 5 quarters since. The position peaked at $2.25M in Q4 2020. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

Platte River Wealth Advisors held 410 shares of Lockheed Martin worth $240K as of Q3 2024.
Lockheed Martin was a new Platte River Wealth Advisors position in Q3 2024.
Lockheed Martin made up 0.06% of Platte River Wealth Advisors's portfolio in Q3 2024, its #86 holding.
Platte River Wealth Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 5 quarters since.
Platte River Wealth Advisors's Lockheed Martin position peaked at $2.25M in Q4 2020.
2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.