Antonetti Capital Management’s Lockheed Martin LMT Stock Holding History

Antonetti Capital 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
2023 Q3	$114K	Sell	278 -30	-10%	-$13.3K	0.18%	58
2023 Q2	$142K	Hold	308	–	–	0.2%	51
2023 Q1	$146K	Buy	308 +30	+11%	+$14.1K	0.21%	49
2022 Q4	$135K	Hold	278	–	–	0.19%	54
2022 Q3	$108K	Hold	278	–	–	0.12%	58
2022 Q2	$120K	Sell	278 -252	-48%	-$111K	0.13%	58
2022 Q1	$234K	Hold	530	–	–	0.22%	51
2021 Q4	$188K	Buy	530 +92	+21%	+$31.8K	0.15%	87
2021 Q3	$151K	Buy	+438	New	+$159K	0.12%	93
2014 Q3	–	Sell	-1,735	Closed	-$279K	–	169
2014 Q2	$279K	Sell	1,735 -150	-8%	-$24.4K	0.22%	47
2014 Q1	$308K	Sell	1,885 -512	-21%	-$80.4K	0.27%	43
2013 Q4	$356K	Sell	2,397 -835	-26%	-$113K	0.32%	38
2013 Q3	$412K	Hold	3,232	–	–	0.42%	36
2013 Q2	$351K	Buy	+3,232	New	+$330K	0.39%	44

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Antonetti Capital Management's LMT Position: Q3 2023 in Review

Antonetti Capital Management reduced its Lockheed Martin (LMT) stake by 9.7% in Q3 2023, selling an estimated $13.3K and leaving 278 shares worth $114K. The position accounts for 0.18% of the portfolio, ranked #58.

Antonetti Capital Management first reported a position in LMT in Q2 2013 and has held it in 14 quarters since. The position peaked at $412K in Q3 2013. 2,263 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

Antonetti Capital Management held 278 shares of Lockheed Martin worth $114K as of Q3 2023.
Antonetti Capital Management sold 30 Lockheed Martin shares in Q3 2023, an estimated $13.3K.
Lockheed Martin made up 0.18% of Antonetti Capital Management's portfolio in Q3 2023, its #58 holding.
Antonetti Capital Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 14 quarters since.
Antonetti Capital Management's Lockheed Martin position peaked at $412K in Q3 2013.
2,263 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.