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Symmetry Investments’s Lockheed Martin LMT Stock Holding History

Symmetry Investments’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
2023
Q1 		– Sell
-15,000
Closed -$7.3M – 137
2022
Q4 		$7.3M Sell
15,000
-80,000
-84% -$37.2M 1.96% 12
2022
Q3 		$36.7M Buy
+95,000
New +$39.7M 8.28% 1
2022
Q2 		– Sell
-32,500
Closed -$14.3M – 116
2022
Q1 		$14.3M Buy
+32,500
New +$13.2M 2.1% 12
2021
Q1 		– Sell
-60,100
Closed -$21.3M – 93
2020
Q4 		$21.3M Buy
+60,100
New +$22.1M 6% 3

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 $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

Symmetry Investments's LMT Position: Q2 2024 in Review

Symmetry Investments sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 3,832 shares — an estimated $1.74M sold.

Symmetry Investments first reported a position in LMT in Q1 2022 and held it in 7 quarters. The position peaked at $5.36M in Q3 2022. 2,429 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Symmetry Investments reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • Symmetry Investments sold 3,832 Lockheed Martin shares in Q2 2024, an estimated $1.74M.
  • Symmetry Investments first reported a position in Lockheed Martin in Q1 2022 and held it in 7 quarters.
  • Symmetry Investments's Lockheed Martin position peaked at $5.36M in Q3 2022.
  • 2,429 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Symmetry Investments's 13F filing for Q2 2024, filed 13 Aug 2024.