Altium Wealth Management’s Lockheed Martin LMT Stock Holding History

Altium Wealth Management’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 Q2	$957K	Buy	2,226 +644	+41%	+$283K	0.07%	164
2022 Q1	$698K	Buy	1,582 +312	+25%	+$126K	0.05%	205
2021 Q4	$451K	Sell	1,270 -175	-12%	-$60.5K	0.03%	268
2021 Q3	$499K	Buy	1,445 +15	+1%	+$5.43K	0.04%	228
2021 Q2	$541K	Buy	1,430 +17	+1%	+$6.54K	0.04%	215
2021 Q1	$522K	Sell	1,413 -150	-10%	-$51.5K	0.04%	207
2020 Q4	$555K	Sell	1,563 -160	-9%	-$58.8K	0.05%	175
2020 Q3	$660K	Sell	1,723 -31	-2%	-$11.8K	0.07%	125
2020 Q2	$640K	Sell	1,754 -31	-2%	-$11.7K	0.07%	125
2020 Q1	$605K	Buy	1,785 +410	+30%	+$161K	0.08%	120
2019 Q4	$535K	Buy	1,375 +160	+13%	+$61.4K	0.06%	162
2019 Q3	$474K	Buy	1,215 +60	+5%	+$22.6K	0.06%	165
2019 Q2	$420K	Buy	1,155 +149	+15%	+$49.8K	0.06%	181
2019 Q1	$302K	Sell	1,006 -52	-5%	-$15.3K	0.05%	212
2018 Q4	$277K	Sell	1,058 -207	-16%	-$62.8K	0.05%	217
2018 Q3	$438K	Buy	1,265 +235	+23%	+$75.8K	0.08%	168
2018 Q2	$304K	Buy	+1,030	New	+$332K	0.08%	181

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Altium Wealth Management's LMT Position: Q2 2022 in Review

Altium Wealth Management increased its Lockheed Martin (LMT) stake by 41% in Q2 2022, buying an estimated $283K and bringing the position to 2,226 shares worth $957K. The position accounts for 0.07% of the portfolio, ranked #164.

Altium Wealth Management first reported a position in LMT in Q2 2018 and has held it in 17 quarters since. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Altium Wealth Management held 2,226 shares of Lockheed Martin worth $957K as of Q2 2022.
Altium Wealth Management bought 644 Lockheed Martin shares in Q2 2022, an estimated $283K.
Lockheed Martin made up 0.07% of Altium Wealth Management's portfolio in Q2 2022, its #164 holding.
Altium Wealth Management first reported a position in Lockheed Martin in Q2 2018 and has held it in 17 quarters since.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.