AIP
LMT icon

Ahrens Investment Partners’s Lockheed Martin LMT Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$55.8K Buy
+118
New +$55.3K 0.03% 304
2022
Q3 		– Sell
-164
Closed -$71K – 586
2022
Q2 		$71K Hold
164
– – 0.03% 273
2022
Q1 		$72K Hold
164
– – 0.02% 326
2021
Q4 		$58K Buy
+164
New +$56.7K 0.03% 382

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ahrens Investment Partners's LMT Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Lockheed Martin (LMT) in Q1 2023: 118 shares worth $55.8K. The stake represents 0.03% of the portfolio and ranks #304 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in LMT as recently as Q2 2022.

Ahrens Investment Partners first reported a position in LMT in Q4 2021 and has held it in 4 quarters since. The position peaked at $72K in Q1 2022. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • Ahrens Investment Partners held 118 shares of Lockheed Martin worth $55.8K as of Q1 2023.
  • Lockheed Martin was a new Ahrens Investment Partners position in Q1 2023.
  • Lockheed Martin made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #304 holding.
  • Ahrens Investment Partners first reported a position in Lockheed Martin in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Lockheed Martin position peaked at $72K in Q1 2022.
  • 2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.