Ariel Focus Fund LMT Holdings History

Number of Shares
6,144.00
Current Holdings Value*
$2.74 Mil
% of Portfolio
4.47%
Total Estimate Gain
$714,771.49
% of Total Estimate Gain
20.25%

Ariel Focus Fund's Lockheed Martin Corp Holding Summary

As of 2025-03-31, ARIEL INVESTMENT TRUST held 6,144.00 shares of Lockheed Martin Corp(LMT), totaling $2.74 Mil. This investment constitutes 4.47% of their stock portfolio, and ARIEL INVESTMENT TRUST now holds 0% of the outstanding Lockheed Martin Corp(LMT) stock.

The initial trade took place in 2019Q3. And since then Ariel Focus Fund has made 3 purchases of LMT, at an average price of $371.78, for a total of 9,494.00 shares. In addition, there have been 6 sales at an average price of $412.52 for 3,350.00 shares. Based on historical transaction data and LMT's current price of $465.90, Ariel Focus Fund's estimated gain on his LMT holdings is $714,771.49, reflecting a 20.25% gain to date.

Ariel Focus Fund LMT ($465.90) Holding Chart

Ariel Focus Fund LMT ($465.90) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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