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Wellington Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Wellington Wealth Strategies’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
Q2 		– Sell
-595
Closed -$271K – 124
2024
Q1 		$271K Buy
+595
New +$261K 0.13% 118

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wellington Wealth Strategies's LMT Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 595 shares — an estimated $271K sold.

Wellington Wealth Strategies first reported a position in LMT in Q1 2024 and held it in 1 quarter. The position peaked at $271K in Q1 2024. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 595 Lockheed Martin shares in Q2 2024, an estimated $271K.
  • Wellington Wealth Strategies first reported a position in Lockheed Martin in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's Lockheed Martin position peaked at $271K in Q1 2024.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.