Twin City Private Wealth’s Lockheed Martin LMT Stock Holding History

Twin City Private Wealth’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	-400	Closed	-$234K	–	97
2024 Q3	$234K	Buy	+400	New	+$215K	0.2%	86
2024 Q2	–	Sell	-1,590	Closed	-$723K	–	97
2024 Q1	$723K	Buy	+1,590	New	+$697K	0.71%	53

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

Twin City Private Wealth's LMT Position: Q4 2024 in Review

Twin City Private Wealth sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 400 shares — an estimated $234K sold.

Twin City Private Wealth first reported a position in LMT in Q1 2024 and held it in 2 quarters. The position peaked at $723K in Q1 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

Twin City Private Wealth reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
Twin City Private Wealth sold 400 Lockheed Martin shares in Q4 2024, an estimated $234K.
Twin City Private Wealth first reported a position in Lockheed Martin in Q1 2024 and held it in 2 quarters.
Twin City Private Wealth's Lockheed Martin position peaked at $723K in Q1 2024.
2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Twin City Private Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.