The Family Firm’s Lockheed Martin LMT Stock Holding History

The Family Firm’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	-149	Closed	-$69.6K	–	573
2024 Q2	$69.6K	Buy	+149	New	+$68.9K	0.02%	339

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

The Family Firm's LMT Position: Q3 2024 in Review

The Family Firm sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 149 shares — an estimated $69.6K sold.

The Family Firm first reported a position in LMT in Q2 2024 and held it in 1 quarter. The position peaked at $69.6K in Q2 2024. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

The Family Firm reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 149 Lockheed Martin shares in Q3 2024, an estimated $69.6K.
The Family Firm first reported a position in Lockheed Martin in Q2 2024 and held it in 1 quarter.
The Family Firm's Lockheed Martin position peaked at $69.6K in Q2 2024.
2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.