VFO
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Virtus Family Office’s Lockheed Martin LMT Stock Holding History

Virtus Family Office’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
-3,937
Closed -$2.3M – 45
2024
Q3 		$2.3M Sell
3,937
-31
-0.8% -$16.6K 3.04% 10
2024
Q2 		$1.85M Buy
+3,968
New +$1.83M 2.52% 15

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 $1.88B AUM 29.07% 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

Virtus Family Office's LMT Position: Q4 2024 in Review

Virtus Family Office sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 3,937 shares — an estimated $2.3M sold.

Virtus Family Office first reported a position in LMT in Q2 2024 and held it in 2 quarters. The position peaked at $2.3M in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Virtus Family Office reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Virtus Family Office sold 3,937 Lockheed Martin shares in Q4 2024, an estimated $2.3M.
  • Virtus Family Office first reported a position in Lockheed Martin in Q2 2024 and held it in 2 quarters.
  • Virtus Family Office's Lockheed Martin position peaked at $2.3M in Q3 2024.
  • 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Virtus Family Office's 13F filing for Q4 2024, filed 11 Feb 2025.