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Private Portfolio Partners’s Lockheed Martin LMT Stock Holding History

Private Portfolio Partners’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 		$244K Buy
502
+23
+5% +$12.5K 0.04% 263
2024
Q3 		$280K Buy
+479
New +$257K 0.05% 238
2022
Q4 		– Sell
-1,072
Closed -$414K – 271
2022
Q3 		$414K Buy
1,072
+50
+5% +$20.9K 0.12% 148
2022
Q2 		$439K Buy
+1,022
New +$449K 0.12% 142
2022
Q1 		– Sell
-1,541
Closed -$548K – 297
2021
Q4 		$548K Buy
1,541
+15
+1% +$5.19K 0.14% 141
2021
Q3 		$527K Sell
1,526
-21
-1% -$7.6K 0.15% 136
2021
Q2 		$585K Hold
1,547
– – 0.17% 113
2021
Q1 		$572K Buy
1,547
+148
+11% +$50.8K 0.19% 108
2020
Q4 		$497K Hold
1,399
– – 0.18% 115
2020
Q3 		$536K Sell
1,399
-25
-2% -$9.54K 0.22% 98
2020
Q2 		$520K Sell
1,424
-1,177
-45% -$445K 0.24% 94
2020
Q1 		$881K Buy
2,601
+578
+29% +$227K 0.47% 60
2019
Q4 		$788K Buy
2,023
+7
+0.3% +$2.69K 0.34% 78
2019
Q3 		$786K Buy
2,016
+31
+2% +$11.7K 0.37% 73
2019
Q2 		$721K Buy
1,985
+908
+84% +$304K 0.31% 89
2019
Q1 		$324K Hold
1,077
– – 0.17% 138
2018
Q4 		$282K Buy
+1,077
New +$327K 0.17% 134

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

Private Portfolio Partners's LMT Position: Q4 2024 in Review

Private Portfolio Partners increased its Lockheed Martin (LMT) stake by 4.8% in Q4 2024, buying an estimated $12.5K and bringing the position to 502 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #263.

Private Portfolio Partners first reported a position in LMT in Q4 2018 and has held it in 17 quarters since. The position peaked at $881K in Q1 2020. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Private Portfolio Partners held 502 shares of Lockheed Martin worth $244K as of Q4 2024.
  • Private Portfolio Partners bought 23 Lockheed Martin shares in Q4 2024, an estimated $12.5K.
  • Lockheed Martin made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #263 holding.
  • Private Portfolio Partners first reported a position in Lockheed Martin in Q4 2018 and has held it in 17 quarters since.
  • Private Portfolio Partners's Lockheed Martin position peaked at $881K in Q1 2020.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.