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SC&H Financial Advisors’s Lockheed Martin LMT Stock Holding History

SC&H Financial 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 		– Sell
-375
Closed -$219K – 152
2024
Q3 		$219K Buy
+375
New +$201K 0.05% 144
2022
Q2 		– Sell
-496
Closed -$219K – 151
2022
Q1 		$219K Buy
+496
New +$201K 0.1% 140

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 $1.88B AUM 29.07% 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

SC&H Financial Advisors's LMT Position: Q4 2024 in Review

SC&H Financial Advisors sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 375 shares — an estimated $219K sold.

SC&H Financial Advisors first reported a position in LMT in Q1 2022 and held it in 2 quarters. The position peaked at $219K in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • SC&H Financial Advisors reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • SC&H Financial Advisors sold 375 Lockheed Martin shares in Q4 2024, an estimated $219K.
  • SC&H Financial Advisors first reported a position in Lockheed Martin in Q1 2022 and held it in 2 quarters.
  • SC&H Financial Advisors's Lockheed Martin position peaked at $219K in Q3 2024.
  • 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on SC&H Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.