Siemens Fonds Invest’s Lockheed Martin LMT Stock Holding History

Siemens Fonds Invest’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 Q3	–	Sell	-1,340	Closed	-$626K	–	450
2024 Q2	$626K	Sell	1,340 -14	-1%	-$6.47K	0.05%	245
2024 Q1	$616K	Sell	1,354 -153	-10%	-$67.1K	0.05%	254
2023 Q4	$683K	Buy	1,507 +549	+57%	+$243K	0.06%	238
2023 Q3	$392K	Hold	958	–	–	0.04%	281
2023 Q2	$439K	Hold	958	–	–	0.04%	266
2023 Q1	$453K	Sell	958 -52	-5%	-$24.4K	0.05%	260
2022 Q4	$491K	Sell	1,010 -313	-24%	-$145K	0.05%	243
2022 Q3	$511K	Hold	1,323	–	–	0.06%	240
2022 Q2	$569K	Sell	1,323 -58	-4%	-$25.5K	0.06%	236
2022 Q1	$610K	Hold	1,381	–	–	0.05%	247
2021 Q4	$488K	Sell	1,381 -9	-0.6%	-$3.11K	0.03%	286
2021 Q3	$480K	Buy	+1,390	New	+$503K	0.03%	277

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

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

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

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

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

Siemens Fonds Invest's LMT Position: Q3 2024 in Review

Siemens Fonds Invest sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 1,340 shares — an estimated $626K sold.

Siemens Fonds Invest first reported a position in LMT in Q3 2021 and held it in 12 quarters. The position peaked at $683K in Q4 2023. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

Siemens Fonds Invest reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
Siemens Fonds Invest sold 1,340 Lockheed Martin shares in Q3 2024, an estimated $626K.
Siemens Fonds Invest first reported a position in Lockheed Martin in Q3 2021 and held it in 12 quarters.
Siemens Fonds Invest's Lockheed Martin position peaked at $683K in Q4 2023.
2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Siemens Fonds Invest's 13F filing for Q3 2024, filed 14 Nov 2024.