AlphaQ Advisors’s Lockheed Martin LMT Stock Holding History

AlphaQ Advisors’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 Q2	–	Sell	-665	Closed	-$302K	–	113
2024 Q1	$302K	Sell	665 -67	-9%	-$29.4K	0.18%	119
2023 Q4	$332K	Buy	+732	New	+$324K	0.23%	108
2023 Q3	–	Sell	-711	Closed	-$327K	–	181
2023 Q2	$327K	Buy	+711	New	+$330K	0.24%	118
2023 Q1	–	Sell	-712	Closed	-$346K	–	176
2022 Q4	$346K	Buy	+712	New	+$331K	0.3%	91

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AlphaQ Advisors's LMT Position: Q2 2024 in Review

AlphaQ Advisors sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 665 shares — an estimated $302K sold.

AlphaQ Advisors first reported a position in LMT in Q4 2022 and held it in 4 quarters. The position peaked at $346K in Q4 2022. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

AlphaQ Advisors reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
AlphaQ Advisors sold 665 Lockheed Martin shares in Q2 2024, an estimated $302K.
AlphaQ Advisors first reported a position in Lockheed Martin in Q4 2022 and held it in 4 quarters.
AlphaQ Advisors's Lockheed Martin position peaked at $346K in Q4 2022.
2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.