Advocacy Wealth Management Services’s Lockheed Martin LMT Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-5	Closed	-$2K	–	91
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	113
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	121
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	149
2021 Q4	$2K	Sell	5 -52	-91%	-$18K	﹤0.01%	148
2021 Q3	$20K	Buy	57 +19	+50%	+$6.88K	﹤0.01%	90
2021 Q2	$14K	Buy	38 +5	+15%	+$1.92K	﹤0.01%	123
2021 Q1	$12K	Buy	+33	New	+$11.3K	﹤0.01%	114
2018 Q1	–	Sell	-200	Closed	-$64K	–	212
2017 Q4	$64K	Hold	200	–	–	0.04%	39
2017 Q3	$62K	Hold	200	–	–	0.02%	54
2017 Q2	$56K	Hold	200	–	–	0.02%	72
2017 Q1	$54K	Hold	200	–	–	0.02%	72
2016 Q4	$50K	Hold	200	–	–	0.02%	70
2016 Q3	$48K	Hold	200	–	–	0.02%	119
2016 Q2	$50K	Hold	200	–	–	0.03%	144
2016 Q1	$44K	Sell	200 -31	-13%	-$6.67K	0.03%	194
2015 Q4	$50K	Buy	+231	New	+$50.1K	0.06%	166
2013 Q3	$26K	Hold	200	–	–	0.07%	159
2013 Q2	$22K	Buy	+200	New	+$20.4K	0.09%	136

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Advocacy Wealth Management Services's LMT Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 5 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in LMT in Q2 2013 and held it in 18 quarters. The position peaked at $64K in Q4 2017. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 5 Lockheed Martin shares in Q4 2022, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Lockheed Martin in Q2 2013 and held it in 18 quarters.
Advocacy Wealth Management Services's Lockheed Martin position peaked at $64K in Q4 2017.
2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.