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Sweet Financial Partners’s Lockheed Martin LMT Stock Holding History

Sweet Financial 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
Q3 		$2.73M Buy
4,668
+229
+5% +$123K 0.59% 37
2024
Q2 		$2.07M Buy
4,439
+330
+8% +$153K 0.47% 48
2024
Q1 		$1.87M Buy
+4,109
New +$1.8M 0.43% 50
2023
Q1 		– Sell
-1,807
Closed -$879K – 176
2022
Q4 		$879K Buy
1,807
+131
+8% +$60.9K 0.26% 58
2022
Q3 		$647K Buy
1,676
+154
+10% +$64.3K 0.21% 69
2022
Q2 		$654K Buy
1,522
+312
+26% +$137K 0.21% 72
2022
Q1 		$534K Buy
+1,210
New +$491K 0.14% 91

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sweet Financial Partners's LMT Position: Q3 2024 in Review

Sweet Financial Partners increased its Lockheed Martin (LMT) stake by 5.2% in Q3 2024, buying an estimated $123K and bringing the position to 4,668 shares worth $2.73M. The position accounts for 0.59% of the portfolio, ranked #37.

Sweet Financial Partners first reported a position in LMT in Q1 2022 and has held it in 7 quarters since. 2,602 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Sweet Financial Partners held 4,668 shares of Lockheed Martin worth $2.73M as of Q3 2024.
  • Sweet Financial Partners bought 229 Lockheed Martin shares in Q3 2024, an estimated $123K.
  • Lockheed Martin made up 0.59% of Sweet Financial Partners's portfolio in Q3 2024, its #37 holding.
  • Sweet Financial Partners first reported a position in Lockheed Martin in Q1 2022 and has held it in 7 quarters since.
  • 2,602 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.