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Sugarloaf Wealth Management’s Lockheed Martin LMT Stock Holding History

Sugarloaf Wealth Management’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 		$375K Buy
772
+36
+5% +$19.6K 0.07% 113
2024
Q3 		$430K Buy
736
+42
+6% +$22.6K 0.08% 104
2024
Q2 		$324K Buy
694
+1
+0.1% +$462 0.07% 109
2024
Q1 		$315K Buy
693
+55
+9% +$24.1K 0.07% 110
2023
Q4 		$289K Buy
638
+9
+1% +$3.99K 0.07% 105
2023
Q3 		$257K Buy
629
+61
+11% +$27.1K 0.07% 105
2023
Q2 		$262K Buy
568
+35
+7% +$16.2K 0.06% 105
2023
Q1 		$252K Buy
533
+88
+20% +$41.3K 0.06% 111
2022
Q4 		$216K Sell
445
-234
-34% -$109K 0.05% 120
2022
Q3 		$263K Buy
679
+162
+31% +$67.6K 0.07% 105
2022
Q2 		$222K Sell
517
-5
-1% -$2.19K 0.06% 113
2022
Q1 		$230K Sell
522
-18
-3% -$7.3K 0.05% 112
2021
Q4 		$192K Buy
540
+99
+22% +$34.2K 0.05% 131
2021
Q3 		$152K Sell
441
-36
-8% -$13K 0.04% 153
2021
Q2 		$180K Buy
477
+92
+24% +$35.4K 0.05% 136
2021
Q1 		$142 Hold
385
– – 0.04% 148
2020
Q4 		$137K Hold
385
– – 0.05% 145
2020
Q3 		$147K Buy
385
+1
+0.3% +$382 0.05% 129
2020
Q2 		$140K Hold
384
– – 0.05% 135
2020
Q1 		$130K Hold
384
– – 0.06% 134
2019
Q4 		$150K Buy
+384
New +$147K 0.06% 142

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
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

Sugarloaf Wealth Management's LMT Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Lockheed Martin (LMT) stake by 4.9% in Q4 2024, buying an estimated $19.6K and bringing the position to 772 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #113.

Sugarloaf Wealth Management first reported a position in LMT in Q4 2019 and has held it in 21 quarters since. The position peaked at $430K in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Sugarloaf Wealth Management held 772 shares of Lockheed Martin worth $375K as of Q4 2024.
  • Sugarloaf Wealth Management bought 36 Lockheed Martin shares in Q4 2024, an estimated $19.6K.
  • Lockheed Martin made up 0.07% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #113 holding.
  • Sugarloaf Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Lockheed Martin position peaked at $430K in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.