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Retirement Group’s Lockheed Martin LMT Stock Holding History

Retirement 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
2024
Q1 		$22.7K Buy
50
+1
+2% +$438 0.01% 343
2023
Q4 		$22.2K Buy
49
+6
+14% +$2.66K 0.01% 327
2023
Q3 		$17.6K Sell
43
-6
-12% -$2.66K 0.01% 332
2023
Q2 		$22.6K Hold
49
– – 0.01% 302
2023
Q1 		$23K Buy
49
+7
+17% +$3.28K 0.01% 287
2022
Q4 		$20K Buy
42
+5
+14% +$2.32K 0.01% 276
2022
Q3 		$14K Sell
37
-48
-56% -$20K 0.01% 220
2022
Q2 		$37K Sell
85
-4
-4% -$1.76K 0.02% 245
2022
Q1 		$39K Buy
89
+17
+24% +$6.89K 0.02% 253
2021
Q4 		$26K Sell
72
-1,886
-96% -$652K 0.01% 295
2021
Q3 		$676K Buy
1,958
+1,907
+3,739% +$690K 0.31% 58
2021
Q2 		$19K Sell
51
-97
-66% -$37.3K 0.01% 336
2021
Q1 		$55K Sell
148
-1,482
-91% -$508K 0.03% 265
2020
Q4 		$578K Sell
1,630
-39
-2% -$14.3K 0.27% 60
2020
Q3 		$640K Buy
1,669
+1,210
+264% +$462K 0.36% 53
2020
Q2 		$167K Buy
+459
New +$173K 0.1% 123
2019
Q4 		$170K Buy
+438
New +$168K 0.11% 122

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Retirement Group's LMT Position: Q1 2024 in Review

Retirement Group increased its Lockheed Martin (LMT) stake by 2% in Q1 2024, buying an estimated $438 and bringing the position to 50 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #343.

Retirement Group first reported a position in LMT in Q4 2019 and has held it in 17 quarters since. The position peaked at $676K in Q3 2021. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Retirement Group held 50 shares of Lockheed Martin worth $22.7K as of Q1 2024.
  • Retirement Group bought 1 Lockheed Martin share in Q1 2024, an estimated $438.
  • Lockheed Martin made up 0.01% of Retirement Group's portfolio in Q1 2024, its #343 holding.
  • Retirement Group first reported a position in Lockheed Martin in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Lockheed Martin position peaked at $676K in Q3 2021.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.