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Resource Consulting Group’s Lockheed Martin LMT Stock Holding History

Resource Consulting Group’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
2023
Q4 		$1.46M Buy
3,231
+75
+2% +$33.2K 0.25% 22
2023
Q3 		$1.29M Sell
3,156
-75
-2% -$33.3K 0.25% 20
2023
Q2 		$1.49M Buy
+3,231
New +$1.5M 0.29% 20

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Resource Consulting Group's LMT Position: Q4 2023 in Review

Resource Consulting Group increased its Lockheed Martin (LMT) stake by 2.4% in Q4 2023, buying an estimated $33.2K and bringing the position to 3,231 shares worth $1.46M. The position accounts for 0.25% of the portfolio, ranked #22.

Resource Consulting Group first reported a position in LMT in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.49M in Q2 2023. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

  • Resource Consulting Group held 3,231 shares of Lockheed Martin worth $1.46M as of Q4 2023.
  • Resource Consulting Group bought 75 Lockheed Martin shares in Q4 2023, an estimated $33.2K.
  • Lockheed Martin made up 0.25% of Resource Consulting Group's portfolio in Q4 2023, its #22 holding.
  • Resource Consulting Group first reported a position in Lockheed Martin in Q2 2023 and has held it in 3 quarters since.
  • Resource Consulting Group's Lockheed Martin position peaked at $1.49M in Q2 2023.
  • 2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.