Zega Financial’s Lockheed Martin LMT Stock Holding History

Zega Financial’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 Q1	–	Sell	-2,528	Closed	-$1.15M	–	119
2023 Q4	$1.15M	Buy	+2,528	New	+$1.12M	0.37%	30

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zega Financial's LMT Position: Q1 2024 in Review

Zega Financial sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 2,528 shares — an estimated $1.15M sold.

Zega Financial first reported a position in LMT in Q4 2023 and held it in 1 quarter. The position peaked at $1.15M in Q4 2023. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

Zega Financial reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
Zega Financial sold 2,528 Lockheed Martin shares in Q1 2024, an estimated $1.15M.
Zega Financial first reported a position in Lockheed Martin in Q4 2023 and held it in 1 quarter.
Zega Financial's Lockheed Martin position peaked at $1.15M in Q4 2023.
2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on Zega Financial's 13F filing for Q1 2024, filed 9 May 2024.