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American Portfolios Advisors’s Lockheed Martin LMT Stock Holding History

American Portfolios 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
2022
Q3 		$3.31M Sell
8,575
-1,275
-13% -$532K 0.14% 151
2022
Q2 		$4.24M Sell
9,850
-747
-7% -$328K 0.17% 118
2022
Q1 		$4.68M Buy
10,597
+2,300
+28% +$932K 0.16% 123
2021
Q4 		$2.95M Buy
8,297
+1,408
+20% +$487K 0.1% 201
2021
Q3 		$2.38M Buy
6,889
+743
+12% +$269K 0.09% 228
2021
Q2 		$2.33M Buy
6,146
+1,061
+21% +$408K 0.09% 228
2021
Q1 		$1.88M Buy
5,085
+471
+10% +$162K 0.08% 242
2020
Q4 		$1.64M Sell
4,614
-665
-13% -$244K 0.08% 232
2020
Q3 		$2.02M Sell
5,279
-26
-0.5% -$9.92K 0.12% 169
2020
Q2 		$1.94M Sell
5,305
-9
-0.2% -$3.4K 0.13% 163
2020
Q1 		$1.8M Sell
5,314
-1,278
-19% -$503K 0.15% 141
2019
Q4 		$2.57M Buy
6,592
+291
+5% +$112K 0.18% 123
2019
Q3 		$2.46M Buy
6,301
+1,480
+31% +$557K 0.2% 110
2019
Q2 		$1.75M Buy
4,821
+645
+15% +$216K 0.15% 151
2019
Q1 		$1.25M Buy
4,176
+1,400
+50% +$411K 0.12% 181
2018
Q4 		$727K Buy
2,776
+434
+19% +$132K 0.09% 219
2018
Q3 		$810K Buy
2,342
+163
+7% +$52.6K 0.09% 215
2018
Q2 		$644K Buy
2,179
+148
+7% +$47.7K 0.09% 232
2018
Q1 		$686K Buy
2,031
+176
+9% +$59.9K 0.1% 199
2017
Q4 		$596K Buy
+1,855
New +$585K 0.09% 220

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Portfolios Advisors's LMT Position: Q3 2022 in Review

American Portfolios Advisors reduced its Lockheed Martin (LMT) stake by 13% in Q3 2022, selling an estimated $532K and leaving 8,575 shares worth $3.31M. The position accounts for 0.14% of the portfolio, ranked #151.

American Portfolios Advisors first reported a position in LMT in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.68M in Q1 2022. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

  • American Portfolios Advisors held 8,575 shares of Lockheed Martin worth $3.31M as of Q3 2022.
  • American Portfolios Advisors sold 1,275 Lockheed Martin shares in Q3 2022, an estimated $532K.
  • Lockheed Martin made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #151 holding.
  • American Portfolios Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Lockheed Martin position peaked at $4.68M in Q1 2022.
  • 2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.