AlphaSimPlex Group’s Lockheed Martin LMT Stock Holding History

AlphaSimPlex Group’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 Q3	$209K	Hold	541	–	–	2.11%	26
2022 Q2	$233K	Buy	+541	New	+$238K	1.66%	28
2022 Q1	–	Sell	-799	Closed	-$284K	–	114
2021 Q4	$284K	Sell	799 -968	-55%	-$335K	0.48%	67
2021 Q3	$610K	Sell	1,767 -1,785	-50%	-$646K	0.51%	59
2021 Q2	$1.34M	Hold	3,552	–	–	0.67%	39
2021 Q1	$1.31M	Buy	3,552 +1,365	+62%	+$468K	0.55%	51
2020 Q4	$776K	Sell	2,187 -18	-0.8%	-$6.62K	0.27%	170
2020 Q3	$845K	Buy	2,205 +467	+27%	+$178K	0.38%	107
2020 Q2	$634K	Buy	+1,738	New	+$656K	0.48%	77

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

AlphaSimPlex Group's LMT Position: Q3 2022 in Review

AlphaSimPlex Group held its Lockheed Martin (LMT) position steady in Q3 2022 at 541 shares worth $209K. The position accounts for 2.11% of the portfolio, ranked #26.

AlphaSimPlex Group first reported a position in LMT in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.34M in Q2 2021. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

AlphaSimPlex Group held 541 shares of Lockheed Martin worth $209K as of Q3 2022.
AlphaSimPlex Group left its Lockheed Martin share count unchanged in Q3 2022.
Lockheed Martin made up 2.11% of AlphaSimPlex Group's portfolio in Q3 2022, its #26 holding.
AlphaSimPlex Group first reported a position in Lockheed Martin in Q2 2020 and has held it in 9 quarters since.
AlphaSimPlex Group's Lockheed Martin position peaked at $1.34M in Q2 2021.
2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on AlphaSimPlex Group's 13F filing for Q3 2022, filed 8 Nov 2022.