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Von Berge Wealth Management Group’s Lockheed Martin LMT Stock Holding History

Von Berge Wealth Management Group’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
-396
Closed -$219K – 67
2024
Q3 		$219K Buy
+396
New +$213K 0.14% 62
2023
Q2 		– Sell
-472
Closed -$230K – 66
2023
Q1 		$230K Hold
472
– – 0.21% 58
2022
Q4 		$217K Buy
+472
New +$219K 0.2% 58
2022
Q2 		– Sell
-472
Closed -$221K – 62
2022
Q1 		$221K Buy
+472
New +$191K 0.2% 63

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

Von Berge Wealth Management Group's LMT Position: Q4 2024 in Review

Von Berge Wealth Management Group sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 396 shares — an estimated $219K sold.

Von Berge Wealth Management Group first reported a position in LMT in Q1 2022 and held it in 4 quarters. The position peaked at $230K in Q1 2023. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Von Berge Wealth Management Group reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 396 Lockheed Martin shares in Q4 2024, an estimated $219K.
  • Von Berge Wealth Management Group first reported a position in Lockheed Martin in Q1 2022 and held it in 4 quarters.
  • Von Berge Wealth Management Group's Lockheed Martin position peaked at $230K in Q1 2023.
  • 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q4 2024, filed 6 Feb 2025.