Schaper Benz & Wise Investment Counsel’s Lockheed Martin LMT Stock Holding History

Schaper Benz & Wise Investment Counsel’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	-390	Closed	-$228K	–	151
2024 Q3	$228K	Buy	+390	New	+$209K	0.02%	145
2024 Q1	–	Sell	-640	Closed	-$290K	–	145
2023 Q4	$290K	Hold	640	–	–	0.03%	118
2023 Q3	$262K	Hold	640	–	–	0.03%	123
2023 Q2	$295K	Buy	640 +5	+0.8%	+$2.32K	0.03%	119
2023 Q1	$300K	Buy	635 +70	+12%	+$32.8K	0.03%	120
2022 Q4	$275K	Buy	+565	New	+$263K	0.03%	123

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's LMT Position: Q4 2024 in Review

Schaper Benz & Wise Investment Counsel sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 390 shares — an estimated $228K sold.

Schaper Benz & Wise Investment Counsel first reported a position in LMT in Q4 2022 and held it in 6 quarters. The position peaked at $300K in Q1 2023. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Schaper Benz & Wise Investment Counsel reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 390 Lockheed Martin shares in Q4 2024, an estimated $228K.
Schaper Benz & Wise Investment Counsel first reported a position in Lockheed Martin in Q4 2022 and held it in 6 quarters.
Schaper Benz & Wise Investment Counsel's Lockheed Martin position peaked at $300K in Q1 2023.
2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q4 2024, filed 7 Feb 2025.