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Xcel Wealth Management’s Lockheed Martin LMT Stock Holding History

Xcel 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
Q3 		– Sell
-690
Closed -$322K – 127
2024
Q2 		$322K Buy
690
+65
+10% +$30K 0.1% 96
2024
Q1 		$284K Buy
+625
New +$274K 0.09% 105
2023
Q3 		– Sell
-905
Closed -$417K – 120
2023
Q2 		$417K Sell
905
-150
-14% -$69.6K 0.13% 96
2023
Q1 		$499K Sell
1,055
-150
-12% -$70.3K 0.18% 85
2022
Q4 		$586K Sell
1,205
-400
-25% -$186K 0.23% 70
2022
Q3 		$620K Buy
1,605
+225
+16% +$94K 0.23% 71
2022
Q2 		$593K Hold
1,380
– – 0.22% 69
2022
Q1 		$609K Sell
1,380
-7,197
-84% -$2.92M 0.17% 85
2021
Q4 		$3.05M Buy
8,577
+420
+5% +$145K 0.78% 39
2021
Q3 		$2.81M Buy
8,157
+5,747
+238% +$2.08M 0.82% 37
2021
Q2 		$912K Buy
2,410
+625
+35% +$240K 0.28% 70
2021
Q1 		$660K Buy
1,785
+500
+39% +$172K 0.24% 74
2020
Q4 		$456K Hold
1,285
– – 0.2% 83
2020
Q3 		$492K Hold
1,285
– – 0.25% 73
2020
Q2 		$468K Buy
+1,285
New +$485K 0.29% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Xcel Wealth Management's LMT Position: Q3 2024 in Review

Xcel Wealth Management sold out of Lockheed Martin (LMT) in Q3 2024, closing a stake of 690 shares — an estimated $322K sold.

Xcel Wealth Management first reported a position in LMT in Q2 2020 and held it in 15 quarters. The position peaked at $3.05M in Q4 2021. 2,599 funds tracked by Wall St. Rank hold LMT as of Q3 2024.

  • Xcel Wealth Management reported no remaining Lockheed Martin position as of Q3 2024 after selling out during the quarter.
  • Xcel Wealth Management sold 690 Lockheed Martin shares in Q3 2024, an estimated $322K.
  • Xcel Wealth Management first reported a position in Lockheed Martin in Q2 2020 and held it in 15 quarters.
  • Xcel Wealth Management's Lockheed Martin position peaked at $3.05M in Q4 2021.
  • 2,599 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2024.

Based on Xcel Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.