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Van Leeuwen & Company’s Lockheed Martin LMT Stock Holding History

Van Leeuwen & Company’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
2023
Q3 		– Sell
-2,612
Closed -$1.21M – 84
2023
Q2 		$1.21M Sell
2,612
-345
-12% -$160K 0.76% 40
2023
Q1 		$1.4M Buy
2,957
+1,511
+104% +$709K 0.94% 34
2022
Q4 		$703K Buy
+1,446
New +$672K 0.49% 44
2018
Q4 		– Sell
-4,778
Closed -$1.65M – 82
2018
Q3 		$1.65M Buy
+4,778
New +$1.54M 1.52% 27

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Van Leeuwen & Company's LMT Position: Q3 2023 in Review

Van Leeuwen & Company sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 2,612 shares — an estimated $1.21M sold.

Van Leeuwen & Company first reported a position in LMT in Q3 2018 and held it in 4 quarters. The position peaked at $1.65M in Q3 2018. 2,263 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Van Leeuwen & Company reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
  • Van Leeuwen & Company sold 2,612 Lockheed Martin shares in Q3 2023, an estimated $1.21M.
  • Van Leeuwen & Company first reported a position in Lockheed Martin in Q3 2018 and held it in 4 quarters.
  • Van Leeuwen & Company's Lockheed Martin position peaked at $1.65M in Q3 2018.
  • 2,263 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Van Leeuwen & Company's 13F filing for Q3 2023, filed 9 Nov 2023.