ZIMP
LMT icon

Zimmermann Investment Management & Planning’s Lockheed Martin LMT Stock Holding History

Zimmermann Investment Management & Planning’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
-725
Closed -$424K – 79
2024
Q3 		$424K Buy
725
+4
+0.6% +$2.15K 0.13% 92
2024
Q2 		$337K Buy
721
+8
+1% +$3.7K 0.11% 103
2024
Q1 		$325K Buy
713
+4
+0.6% +$1.75K 0.12% 106
2023
Q4 		$321K Hold
709
– – 0.13% 90
2023
Q3 		$290K Sell
709
-1
-0.1% -$444 0.14% 87
2023
Q2 		$327K Buy
710
+11
+2% +$5.11K 0.15% 82
2023
Q1 		$331K Buy
699
+8
+1% +$3.75K 0.17% 88
2022
Q4 		$336K Buy
691
+1
+0.1% +$465 0.19% 71
2022
Q3 		$267K Buy
690
+5
+0.7% +$2.09K 0.17% 75
2022
Q2 		$295K Buy
685
+4
+0.6% +$1.76K 0.2% 73
2022
Q1 		$301K Buy
681
+4
+0.6% +$1.62K 0.18% 68
2021
Q4 		$241K Buy
+677
New +$234K 0.14% 80

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

Zimmermann Investment Management & Planning's LMT Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Lockheed Martin (LMT) in Q4 2024, closing a stake of 725 shares — an estimated $424K sold.

Zimmermann Investment Management & Planning first reported a position in LMT in Q4 2021 and held it in 12 quarters. The position peaked at $424K in Q3 2024. 2,691 funds tracked by Wall St. Rank hold LMT as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Lockheed Martin position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 725 Lockheed Martin shares in Q4 2024, an estimated $424K.
  • Zimmermann Investment Management & Planning first reported a position in Lockheed Martin in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Lockheed Martin position peaked at $424K in Q3 2024.
  • 2,691 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.