VF
LMT icon

VitalStone Financial’s Lockheed Martin LMT Stock Holding History

VitalStone Financial’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
Q3 		$29.2K Hold
50
– – 0.02% 203
2024
Q2 		$23.2K Buy
50
+1
+2% +$462 0.02% 208
2024
Q1 		$22K Hold
49
– – 0.02% 222
2023
Q4 		$22K Hold
49
– – 0.02% 215
2023
Q3 		$22K Hold
49
– – 0.02% 190
2023
Q2 		$23K Buy
+49
New +$22.7K 0.01% 496
2023
Q1 		– Sell
-49
Closed -$24K – 440
2022
Q4 		$24K Buy
+49
New +$22.8K 0.02% 247

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

VitalStone Financial's LMT Position: Q3 2024 in Review

VitalStone Financial held its Lockheed Martin (LMT) position steady in Q3 2024 at 50 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #203.

VitalStone Financial first reported a position in LMT in Q4 2022 and has held it in 7 quarters since. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • VitalStone Financial held 50 shares of Lockheed Martin worth $29.2K as of Q3 2024.
  • VitalStone Financial left its Lockheed Martin share count unchanged in Q3 2024.
  • Lockheed Martin made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #203 holding.
  • VitalStone Financial first reported a position in Lockheed Martin in Q4 2022 and has held it in 7 quarters since.
  • 2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.