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Significant Wealth Partners’s Lockheed Martin LMT Stock Holding History

Significant Wealth Partners’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
-379
Closed -$222K – 101
2024
Q3 		$222K Buy
+379
New +$203K 0.11% 69

Other funds holding LMT

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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

Significant Wealth Partners's LMT Position: Q4 2024 in Review

Significant Wealth Partners sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 379 shares — an estimated $222K sold.

Significant Wealth Partners first reported a position in LMT in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Significant Wealth Partners reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 379 Lockheed Martin shares in Q4 2024, an estimated $222K.
  • Significant Wealth Partners first reported a position in Lockheed Martin in Q3 2024 and held it in 1 quarter.
  • Significant Wealth Partners's Lockheed Martin position peaked at $222K in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Significant Wealth Partners's 13F filing for Q4 2024, filed 11 Feb 2025.