SpiderRock Advisors’s Lockheed Martin LMT Stock Holding History

SpiderRock Advisors’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	$3.27M	Buy	5,600 +400	+8%	+$215K	0.05%	226
2024 Q2	$2.43M	Sell	5,200 -1,100	-17%	-$508K	0.05%	247
2024 Q1	$2.73M	Buy	+6,300	New	+$2.76M	0.07%	209
2023 Q4	–	Hold	0	–	–	–	27
2023 Q3	–	Hold	0	–	–	–	120
2023 Q2	–	Hold	0	–	–	–	99
2022 Q1	–	Hold	0	–	-$232K	–	160
2021 Q4	–	Hold	0	–	–	–	106
2021 Q3	–	Hold	0	–	–	–	92
2021 Q2	–	Hold	0	–	–	–	98
2021 Q1	–	Hold	0	–	–	–	101
2020 Q4	–	Hold	0	–	–	–	87
2020 Q3	–	Hold	0	–	–	–	77
2020 Q2	–	Hold	0	–	–	–	72
2020 Q1	–	Hold	0	–	–	–	55
2019 Q4	–	Hold	0	–	–	–	46
2019 Q3	–	Hold	0	–	–	–	43
2017 Q4	–	Hold	0	–	-$1K	–	241
2017 Q3	–	Hold	0	–	–	–	671
2017 Q2	–	Hold	0	–	–	–	674

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

SpiderRock Advisors's LMT Position: Q3 2024 in Review

SpiderRock Advisors increased its Lockheed Martin (LMT) stake by 19% in Q3 2024, buying an estimated $1.16M and bringing the position to 13,252 shares worth $7.75M. The position accounts for 0.12% of the portfolio, ranked #130.

SpiderRock Advisors first reported a position in LMT in Q1 2024 and has held it in 3 quarters since. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

SpiderRock Advisors held 13,252 shares of Lockheed Martin worth $7.75M as of Q3 2024.
SpiderRock Advisors bought 2,152 Lockheed Martin shares in Q3 2024, an estimated $1.16M.
Lockheed Martin made up 0.12% of SpiderRock Advisors's portfolio in Q3 2024, its #130 holding.
SpiderRock Advisors first reported a position in Lockheed Martin in Q1 2024 and has held it in 3 quarters since.
2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.