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Tranquilli Financial Advisor’s Lockheed Martin LMT Stock Holding History

Tranquilli Financial Advisor’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
Q4 		– Sell
-592
Closed -$346K – 118
2024
Q3 		$346K Sell
592
-3
-0.5% -$1.61K 0.22% 81
2024
Q2 		$278K Sell
595
-80
-12% -$37K 0.19% 87
2024
Q1 		$307K Buy
675
+126
+23% +$55.2K 0.2% 86
2023
Q4 		$249K Sell
549
-305
-36% -$135K 0.18% 85
2023
Q3 		$349K Buy
854
+49
+6% +$21.7K 0.25% 70
2023
Q2 		$371K Sell
805
-304
-27% -$141K 0.26% 66
2023
Q1 		$524K Buy
1,109
+354
+47% +$166K 0.39% 47
2022
Q4 		$367K Buy
755
+44
+6% +$20.4K 0.28% 64
2022
Q3 		$275K Buy
711
+157
+28% +$65.6K 0.22% 56
2022
Q2 		$238K Buy
554
+89
+19% +$39.1K 0.18% 58
2022
Q1 		$205K Buy
+465
New +$189K 0.15% 78

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Tranquilli Financial Advisor's LMT Position: Q4 2024 in Review

Tranquilli Financial Advisor sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 592 shares — an estimated $346K sold.

Tranquilli Financial Advisor first reported a position in LMT in Q1 2022 and held it in 11 quarters. The position peaked at $524K in Q1 2023. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Tranquilli Financial Advisor reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 592 Lockheed Martin shares in Q4 2024, an estimated $346K.
  • Tranquilli Financial Advisor first reported a position in Lockheed Martin in Q1 2022 and held it in 11 quarters.
  • Tranquilli Financial Advisor's Lockheed Martin position peaked at $524K in Q1 2023.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Tranquilli Financial Advisor's 13F filing for Q4 2024, filed 27 Jan 2025.