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XR Securities’s Lockheed Martin LMT Stock Holding History

XR Securities’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
-722
Closed -$422K – 91
2024
Q3 		$422K Sell
722
-53
-7% -$28.5K 0.12% 122
2024
Q2 		$362K Sell
775
-207
-21% -$95.7K 0.07% 174
2024
Q1 		$447K Sell
982
-816
-45% -$358K 0.01% 217
2023
Q4 		$815K Sell
1,798
-509
-22% -$226K 0.03% 214
2023
Q3 		$943K Buy
2,307
+823
+55% +$365K 0.07% 171
2023
Q2 		$683K Buy
+1,484
New +$689K 0.03% 204
2023
Q1 		– Sell
-1,726
Closed -$809K – 492
2022
Q4 		$840K Buy
1,726
+166
+11% +$77.1K 0.08% 188
2022
Q3 		$603K Buy
1,560
+585
+60% +$244K 0.33% 64
2022
Q2 		$419K Sell
975
-614
-39% -$270K 0.14% 106
2022
Q1 		$701K Buy
+1,589
New +$644K 0.12% 50
2021
Q2 		– Sell
-2,794
Closed -$1.03M – 487
2021
Q1 		$1.03M Buy
+2,794
New +$959K 0.06% 45
2019
Q4 		– Sell
-2,820
Closed -$1.1M – 282
2019
Q3 		$1.1M Buy
+2,820
New +$1.06M 0.15% 28
2019
Q2 		– Sell
-801
Closed -$268K – 321
2019
Q1 		$240K Buy
+801
New +$235K 0.03% 131
2018
Q1 		– Sell
-802
Closed -$257K – 39
2017
Q4 		$257K Buy
+802
New +$253K 0.44% 24

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 $1.6B AUM 20.7% 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

XR Securities's LMT Position: Q4 2024 in Review

XR Securities sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 722 shares — an estimated $422K sold.

XR Securities first reported a position in LMT in Q4 2017 and held it in 14 quarters. The position peaked at $1.1M in Q3 2019. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • XR Securities reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • XR Securities sold 722 Lockheed Martin shares in Q4 2024, an estimated $422K.
  • XR Securities first reported a position in Lockheed Martin in Q4 2017 and held it in 14 quarters.
  • XR Securities's Lockheed Martin position peaked at $1.1M in Q3 2019.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on XR Securities's 13F filing for Q4 2024, filed 17 Jan 2025.