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Steward Partners Investment Solutions’s Lockheed Martin LMT Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$2.21M Sell
4,861
-122
-2% -$53.5K 0.37% 61
2023
Q4 		$2.26M Buy
+4,983
New +$2.21M 0.94% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Partners Investment Solutions's LMT Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Lockheed Martin (LMT) stake by 2.4% in Q1 2024, selling an estimated $53.5K and leaving 4,861 shares worth $2.21M. The position accounts for 0.37% of the portfolio, ranked #61.

Steward Partners Investment Solutions first reported a position in LMT in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.26M in Q4 2023. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Steward Partners Investment Solutions held 4,861 shares of Lockheed Martin worth $2.21M as of Q1 2024.
  • Steward Partners Investment Solutions sold 122 Lockheed Martin shares in Q1 2024, an estimated $53.5K.
  • Lockheed Martin made up 0.37% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #61 holding.
  • Steward Partners Investment Solutions first reported a position in Lockheed Martin in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's Lockheed Martin position peaked at $2.26M in Q4 2023.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.