Touchstone Capital’s Lockheed Martin LMT Stock Holding History

Touchstone Capital’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	-613	Closed	-$286K	–	27
2024 Q2	$286K	Hold	613	–	–	0.45%	19
2024 Q1	$279K	Hold	613	–	–	0.35%	20
2023 Q4	$278K	Hold	613	–	–	0.26%	22
2023 Q3	$251K	Hold	613	–	–	0.28%	17
2023 Q2	$282K	Hold	613	–	–	0.3%	16
2023 Q1	$290K	Hold	613	–	–	0.32%	15
2022 Q4	$298K	Hold	613	–	–	0.35%	15
2022 Q3	$237K	Hold	613	–	–	0.28%	17
2022 Q2	$264K	Hold	613	–	–	0.26%	19
2022 Q1	$271K	Hold	613	–	–	0.23%	18
2021 Q4	$218K	Hold	613	–	–	0.17%	17
2021 Q3	$212K	Hold	613	–	–	0.19%	14
2021 Q2	$232K	Hold	613	–	–	0.21%	14
2021 Q1	$227K	Hold	613	–	–	0.21%	13
2020 Q4	$218K	Buy	+613	New	+$225K	0.22%	14

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

Touchstone Capital's LMT Position: Q3 2024 in Review

Touchstone Capital sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 613 shares — an estimated $286K sold.

Touchstone Capital first reported a position in LMT in Q4 2020 and held it in 15 quarters. The position peaked at $298K in Q4 2022. 2,598 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

Touchstone Capital reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
Touchstone Capital sold 613 Lockheed Martin shares in Q3 2024, an estimated $286K.
Touchstone Capital first reported a position in Lockheed Martin in Q4 2020 and held it in 15 quarters.
Touchstone Capital's Lockheed Martin position peaked at $298K in Q4 2022.
2,598 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Touchstone Capital's 13F filing for Q3 2024, filed 16 Oct 2024.