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Vista Investment Partners’s Lockheed Martin LMT Stock Holding History

Vista Investment 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
Q4 		– Sell
-343
Closed -$201K – 160
2024
Q3 		$201K Buy
+343
New +$184K 0.06% 148

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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

Vista Investment Partners's LMT Position: Q4 2024 in Review

Vista Investment Partners sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 343 shares — an estimated $201K sold.

Vista Investment Partners first reported a position in LMT in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Vista Investment Partners reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Vista Investment Partners sold 343 Lockheed Martin shares in Q4 2024, an estimated $201K.
  • Vista Investment Partners first reported a position in Lockheed Martin in Q3 2024 and held it in 1 quarter.
  • Vista Investment Partners's Lockheed Martin position peaked at $201K in Q3 2024.
  • 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Vista Investment Partners's 13F filing for Q4 2024, filed 21 Jan 2025.