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Sculati Wealth Management’s Lockheed Martin LMT Stock Holding History

Sculati Wealth Management’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
-442
Closed -$201K – 105
2024
Q1 		$201K Sell
442
-229
-34% -$100K 0.09% 100
2023
Q4 		$304K Sell
671
-147
-18% -$65.1K 0.14% 88
2023
Q3 		$335K Sell
818
-125
-13% -$55.5K 0.17% 80
2023
Q2 		$434K Sell
943
-26
-3% -$12.1K 0.22% 78
2023
Q1 		$458K Sell
969
-390
-29% -$183K 0.24% 77
2022
Q4 		$661K Sell
1,359
-2,547
-65% -$1.18M 0.37% 72
2022
Q3 		$1.51M Sell
3,906
-198
-5% -$82.7K 0.89% 38
2022
Q2 		$1.76M Buy
4,104
+74
+2% +$32.5K 1.01% 32
2022
Q1 		$1.78M Buy
4,030
+186
+5% +$75.4K 0.87% 40
2021
Q4 		$1.37M Buy
3,844
+240
+7% +$83K 0.66% 47
2021
Q3 		$1.24M Buy
3,604
+166
+5% +$60.1K 0.66% 48
2021
Q2 		$1.3M Buy
3,438
+203
+6% +$78.1K 0.69% 46
2021
Q1 		$1.2M Buy
3,235
+327
+11% +$112K 0.69% 47
2020
Q4 		$1.03M Buy
2,908
+40
+1% +$14.7K 0.68% 44
2020
Q3 		$1.1M Buy
2,868
+276
+11% +$105K 0.82% 41
2020
Q2 		$946K Buy
2,592
+1,712
+195% +$647K 0.8% 41
2020
Q1 		$298K Buy
+880
New +$346K 0.33% 65

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sculati Wealth Management's LMT Position: Q2 2024 in Review

Sculati Wealth Management sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 442 shares — an estimated $201K sold.

Sculati Wealth Management first reported a position in LMT in Q1 2020 and held it in 17 quarters. The position peaked at $1.78M in Q1 2022. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Sculati Wealth Management reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • Sculati Wealth Management sold 442 Lockheed Martin shares in Q2 2024, an estimated $201K.
  • Sculati Wealth Management first reported a position in Lockheed Martin in Q1 2020 and held it in 17 quarters.
  • Sculati Wealth Management's Lockheed Martin position peaked at $1.78M in Q1 2022.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Sculati Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.