WWM
LMT icon

Whalen Wealth Management’s Lockheed Martin LMT Stock Holding History

Whalen Wealth Management’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
-519
Closed -$236K – 122
2024
Q1 		$236K Hold
519
– – 0.17% 93
2023
Q4 		$235K Buy
+519
New +$230K 0.21% 96

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

Whalen Wealth Management's LMT Position: Q2 2024 in Review

Whalen Wealth Management sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 519 shares — an estimated $236K sold.

Whalen Wealth Management first reported a position in LMT in Q4 2023 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Whalen Wealth Management reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 519 Lockheed Martin shares in Q2 2024, an estimated $236K.
  • Whalen Wealth Management first reported a position in Lockheed Martin in Q4 2023 and held it in 2 quarters.
  • Whalen Wealth Management's Lockheed Martin position peaked at $236K in Q1 2024.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Whalen Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.