AJ Wealth Strategies’s Lockheed Martin LMT Stock Holding History

AJ Wealth Strategies’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 Q2	$230K	Buy	499 +40	+9%	+$18.6K	0.01%	269
2023 Q1	$217K	Buy	459 +3	+0.7%	+$1.41K	0.01%	266
2022 Q4	$222K	Buy	+456	New	+$212K	0.01%	267
2022 Q3	–	Sell	-471	Closed	-$203K	–	317
2022 Q2	$203K	Hold	471	–	–	0.01%	277
2022 Q1	$208K	Buy	+471	New	+$191K	0.01%	291

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AJ Wealth Strategies's LMT Position: Q2 2023 in Review

AJ Wealth Strategies increased its Lockheed Martin (LMT) stake by 8.7% in Q2 2023, buying an estimated $18.6K and bringing the position to 499 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #269.

AJ Wealth Strategies first reported a position in LMT in Q1 2022 and has held it in 5 quarters since. 2,302 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

AJ Wealth Strategies held 499 shares of Lockheed Martin worth $230K as of Q2 2023.
AJ Wealth Strategies bought 40 Lockheed Martin shares in Q2 2023, an estimated $18.6K.
Lockheed Martin made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #269 holding.
AJ Wealth Strategies first reported a position in Lockheed Martin in Q1 2022 and has held it in 5 quarters since.
2,302 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.