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Spotlight Asset Group’s Lockheed Martin LMT Stock Holding History

Spotlight Asset Group’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 		$14.5K Hold
31
– – 0.01% 179
2024
Q1 		$14.1K Buy
31
+12
+63% +$5.26K 0.01% 189
2023
Q4 		$7.77K Hold
19
– – 0.01% 201
2023
Q3 		$7.77K Hold
19
– – 0.01% 201
2023
Q2 		$8.75K Buy
+19
New +$8.82K 0.01% 202

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

Spotlight Asset Group's LMT Position: Q2 2024 in Review

Spotlight Asset Group held its Lockheed Martin (LMT) position steady in Q2 2024 at 31 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #179.

Spotlight Asset Group first reported a position in LMT in Q2 2023 and has held it in 5 quarters since. 2,428 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Spotlight Asset Group held 31 shares of Lockheed Martin worth $14.5K as of Q2 2024.
  • Spotlight Asset Group left its Lockheed Martin share count unchanged in Q2 2024.
  • Lockheed Martin made up 0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #179 holding.
  • Spotlight Asset Group first reported a position in Lockheed Martin in Q2 2023 and has held it in 5 quarters since.
  • 2,428 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.