RE Dickinson Investment Advisors’s Lockheed Martin LMT Stock Holding History

RE Dickinson Investment 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 Q4	$16.5K	Hold	34	–	–	0.01%	147
2024 Q3	$19.9K	Hold	34	–	–	0.01%	134
2024 Q2	$15.9K	Hold	34	–	–	0.01%	140
2024 Q1	$15K	Hold	34	–	–	0.01%	142
2023 Q4	$15K	Hold	34	–	–	0.01%	143
2023 Q3	$14K	Buy	34 +25	+278%	+$11.1K	0.01%	154
2023 Q2	$4K	Hold	9	–	–	﹤0.01%	296
2023 Q1	$4K	Hold	9	–	–	﹤0.01%	317
2022 Q4	$4K	Hold	9	–	–	﹤0.01%	302
2022 Q3	$3K	Hold	9	–	–	﹤0.01%	200
2022 Q2	$4K	Hold	9	–	–	﹤0.01%	214
2022 Q1	$4K	Hold	9	–	–	﹤0.01%	228
2021 Q4	$3K	Buy	+9	New	+$3.11K	﹤0.01%	240

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RE Dickinson Investment Advisors's LMT Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its Lockheed Martin (LMT) position steady in Q4 2024 at 34 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #147.

RE Dickinson Investment Advisors first reported a position in LMT in Q4 2021 and has held it in 13 quarters since. The position peaked at $19.9K in Q3 2024. 2,694 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

RE Dickinson Investment Advisors held 34 shares of Lockheed Martin worth $16.5K as of Q4 2024.
RE Dickinson Investment Advisors left its Lockheed Martin share count unchanged in Q4 2024.
Lockheed Martin made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #147 holding.
RE Dickinson Investment Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's Lockheed Martin position peaked at $19.9K in Q3 2024.
2,694 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.