WR Wealth Planners’s Lockheed Martin LMT Stock Holding History

WR Wealth Planners’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	$174K	Buy	358 +22	+7%	+$12K	0.06%	170
2024 Q3	$196K	Buy	336 +37	+12%	+$19.9K	0.05%	185
2024 Q2	$140K	Buy	299 +6	+2%	+$2.77K	0.04%	213
2024 Q1	$133K	Buy	+293	New	+$128K	0.04%	222
2023 Q4	–	Sell	-300	Closed	-$123K	–	564
2023 Q3	$123K	Sell	300 -25	-8%	-$11.1K	0.05%	216
2023 Q2	$149K	Buy	325 +52	+19%	+$24.1K	0.06%	199
2023 Q1	$129K	Buy	273 +270	+9,000%	+$127K	0.06%	213
2022 Q4	$1.46K	Hold	3	–	–	﹤0.01%	413
2022 Q3	$1.16K	Hold	3	–	–	﹤0.01%	416
2022 Q2	$1.29K	Hold	3	–	–	﹤0.01%	443
2022 Q1	$1.32K	Buy	+3	New	+$1.22K	﹤0.01%	453

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's LMT Position: Q4 2024 in Review

WR Wealth Planners increased its Lockheed Martin (LMT) stake by 6.5% in Q4 2024, buying an estimated $12K and bringing the position to 358 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #170.

WR Wealth Planners first reported a position in LMT in Q1 2022 and has held it in 11 quarters since. The position peaked at $196K in Q3 2024. 2,692 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

WR Wealth Planners held 358 shares of Lockheed Martin worth $174K as of Q4 2024.
WR Wealth Planners bought 22 Lockheed Martin shares in Q4 2024, an estimated $12K.
Lockheed Martin made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #170 holding.
WR Wealth Planners first reported a position in Lockheed Martin in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Lockheed Martin position peaked at $196K in Q3 2024.
2,692 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.