Rebalance’s Lockheed Martin LMT Stock Holding History

Rebalance’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 Q2	–	Sell	-566	Closed	-$257K	–	87
2024 Q1	$257K	Hold	566	–	–	0.02%	84
2023 Q4	$257K	Hold	566	–	–	0.02%	82
2023 Q3	$231K	Hold	566	–	–	0.02%	73
2023 Q2	$261K	Hold	566	–	–	0.02%	71
2023 Q1	$268K	Hold	566	–	–	0.03%	70
2022 Q4	$275K	Buy	+566	New	+$263K	0.03%	72

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Rebalance's LMT Position: Q2 2024 in Review

Rebalance sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 566 shares — an estimated $257K sold.

Rebalance first reported a position in LMT in Q4 2022 and held it in 6 quarters. The position peaked at $275K in Q4 2022. 2,432 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

Rebalance reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
Rebalance sold 566 Lockheed Martin shares in Q2 2024, an estimated $257K.
Rebalance first reported a position in Lockheed Martin in Q4 2022 and held it in 6 quarters.
Rebalance's Lockheed Martin position peaked at $275K in Q4 2022.
2,432 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Rebalance's 13F filing for Q2 2024, filed 12 Jul 2024.