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SWS Partners’s Lockheed Martin LMT Stock Holding History

SWS 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 		– Sell
-24
Closed -$11.2K – 213
2024
Q2 		$11.2K Buy
+24
New +$11.1K ﹤0.01% 238
2020
Q3 		– Sell
-1,521
Closed -$576K – 116
2020
Q2 		$576K Buy
1,521
+161
+12% +$60.8K 0.73% 57
2020
Q1 		$461K Buy
+1,360
New +$535K 0.33% 81
2019
Q3 		$466K Sell
1,186
-127
-10% -$47.8K 0.28% 77
2019
Q2 		$468K Buy
+1,313
New +$439K 0.3% 80
2018
Q4 		$270K Buy
1,031
+21
+2% +$6.37K 0.2% 82
2018
Q3 		$349K Buy
1,010
+99
+11% +$31.9K 0.22% 76
2018
Q2 		$269K Buy
+911
New +$294K 0.19% 86

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

SWS Partners's LMT Position: Q3 2024 in Review

SWS Partners sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 24 shares — an estimated $11.2K sold.

SWS Partners first reported a position in LMT in Q2 2018 and held it in 8 quarters. The position peaked at $576K in Q2 2020. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • SWS Partners reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 24 Lockheed Martin shares in Q3 2024, an estimated $11.2K.
  • SWS Partners first reported a position in Lockheed Martin in Q2 2018 and held it in 8 quarters.
  • SWS Partners's Lockheed Martin position peaked at $576K in Q2 2020.
  • 2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.