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Twin Focus Capital Partners’s Lockheed Martin LMT Stock Holding History

Twin Focus Capital Partners’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
Q1 		– Sell
-500
Closed -$227K – 157
2023
Q4 		$227K Hold
500
– – 0.05% 144
2023
Q3 		$204K Sell
500
-46
-8% -$20.4K 0.05% 152
2023
Q2 		$251K Buy
+546
New +$253K 0.05% 188

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Twin Focus Capital Partners's LMT Position: Q1 2024 in Review

Twin Focus Capital Partners sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 500 shares — an estimated $227K sold.

Twin Focus Capital Partners first reported a position in LMT in Q2 2023 and held it in 3 quarters. The position peaked at $251K in Q2 2023. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • Twin Focus Capital Partners reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
  • Twin Focus Capital Partners sold 500 Lockheed Martin shares in Q1 2024, an estimated $227K.
  • Twin Focus Capital Partners first reported a position in Lockheed Martin in Q2 2023 and held it in 3 quarters.
  • Twin Focus Capital Partners's Lockheed Martin position peaked at $251K in Q2 2023.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Twin Focus Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.