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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
-400
Closed -$234K – 90
2024
Q3 		$234K Sell
400
-100
-20% -$53.7K 0.07% 162
2024
Q2 		$234K Hold
500
– – 0.04% 217
2024
Q1 		$227K Sell
500
-400
-44% -$175K 0.01% 298
2023
Q4 		$408K Sell
900
-1,200
-57% -$532K 0.02% 290
2023
Q3 		$859K Sell
2,100
-1,500
-42% -$665K 0.07% 184
2023
Q2 		$1.66M Sell
3,600
-1,500
-29% -$696K 0.08% 106
2023
Q1 		$2.41M Buy
5,100
+3,200
+168% +$1.5M 0.06% 95
2022
Q4 		$924K Buy
+1,900
New +$883K 0.09% 178
2019
Q3 		– Sell
-4,800
Closed -$327K – 280
2019
Q2 		$327K Buy
+4,800
New +$1.61M 0.06% 99

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.