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Shira Ridge Wealth Management’s Lockheed Martin LMT Stock Holding History

Shira Ridge 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
Q4 		– Sell
-397
Closed -$232K – 83
2024
Q3 		$232K Buy
+397
New +$213K 0.12% 71
2024
Q1 		– Sell
-459
Closed -$208K – 75
2023
Q4 		$208K Buy
+459
New +$203K 0.12% 72

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 $1.6B AUM 20.7% 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

Shira Ridge Wealth Management's LMT Position: Q4 2024 in Review

Shira Ridge Wealth Management sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 397 shares — an estimated $232K sold.

Shira Ridge Wealth Management first reported a position in LMT in Q4 2023 and held it in 2 quarters. The position peaked at $232K in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Shira Ridge Wealth Management reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Shira Ridge Wealth Management sold 397 Lockheed Martin shares in Q4 2024, an estimated $232K.
  • Shira Ridge Wealth Management first reported a position in Lockheed Martin in Q4 2023 and held it in 2 quarters.
  • Shira Ridge Wealth Management's Lockheed Martin position peaked at $232K in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.