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Wagner Wealth Management (South Carolina)’s Lockheed Martin LMT Stock Holding History

Wagner Wealth Management (South Carolina)’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
-357
Closed -$209K – 245
2024
Q3 		$209K Sell
357
-341
-49% -$183K 0.06% 105
2024
Q2 		$326K Buy
698
+29
+4% +$13.4K 0.1% 94
2024
Q1 		$304K Sell
669
-1,461
-69% -$640K 0.09% 96
2023
Q4 		$966K Sell
2,130
-118
-5% -$52.3K 0.32% 54
2023
Q3 		$919K Buy
2,248
+1
+0% +$444 0.34% 52
2023
Q2 		$1.03M Buy
2,247
+66
+3% +$30.6K 0.4% 47
2023
Q1 		$1.03M Buy
2,181
+2
+0.1% +$938 0.47% 48
2022
Q4 		$1.06M Buy
2,179
+63
+3% +$29.3K 0.66% 43
2022
Q3 		$817K Buy
2,116
+29
+1% +$12.1K 0.61% 39
2022
Q2 		$897K Buy
2,087
+7
+0.3% +$3.07K 0.71% 35
2022
Q1 		$918K Buy
2,080
+22
+1% +$8.92K 0.64% 39
2021
Q4 		$731K Sell
2,058
-46
-2% -$15.9K 0.56% 45
2021
Q3 		$699K Buy
2,104
+50
+2% +$18.1K 0.56% 44
2021
Q2 		$777K Buy
2,054
+840
+69% +$323K 0.56% 48
2021
Q1 		$449K Buy
+1,214
New +$416K 0.35% 63
2018
Q3 		$17K Buy
49
+10
+26% +$3.23K 0.01% 361
2018
Q2 		$12K Buy
39
+14
+56% +$4.52K 0.01% 378
2018
Q1 		$8K Sell
25
-30
-55% -$10.2K 0.01% 389
2017
Q4 		$18K Buy
+55
New +$17.3K 0.01% 320

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

Wagner Wealth Management (South Carolina)'s LMT Position: Q4 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 357 shares — an estimated $209K sold.

Wagner Wealth Management (South Carolina) first reported a position in LMT in Q4 2017 and held it in 19 quarters. The position peaked at $1.06M in Q4 2022. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 357 Lockheed Martin shares in Q4 2024, an estimated $209K.
  • Wagner Wealth Management (South Carolina) first reported a position in Lockheed Martin in Q4 2017 and held it in 19 quarters.
  • Wagner Wealth Management (South Carolina)'s Lockheed Martin position peaked at $1.06M in Q4 2022.
  • 2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2024, filed 29 Jan 2025.