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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
-700
Closed -$409K – 92
2024
Q3 		$409K Hold
700
– – 0.12% 125
2024
Q2 		$327K Sell
700
-300
-30% -$139K 0.06% 182
2024
Q1 		$455K Sell
1,000
-2,500
-71% -$1.1M 0.01% 213
2023
Q4 		$1.59M Buy
3,500
+1,900
+119% +$842K 0.06% 135
2023
Q3 		$654K Sell
1,600
-900
-36% -$399K 0.05% 214
2023
Q2 		$1.15M Sell
2,500
-900
-26% -$418K 0.06% 145
2023
Q1 		$1.61M Buy
3,400
+600
+21% +$281K 0.04% 133
2022
Q4 		$1.36M Buy
+2,800
New +$1.3M 0.13% 132

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.