Arbor Wealth Management’s Lockheed Martin LMT Stock Holding History

Arbor 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
2021 Q4	$316K	Buy	+889	New	+$307K	0.07%	47
2020 Q4	–	Sell	-586	Closed	-$225K	–	43
2020 Q3	$225K	Buy	+586	New	+$224K	0.09%	38
2019 Q3	–	Sell	-150	Closed	-$55K	–	132
2019 Q2	$55K	Buy	150 +34	+29%	+$11.4K	0.03%	82
2019 Q1	$35K	Sell	116 -20	-15%	-$5.87K	0.02%	94
2018 Q4	$36K	Buy	+136	New	+$41.3K	0.03%	86

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arbor Wealth Management's LMT Position: Q4 2021 in Review

Arbor Wealth Management opened a new position in Lockheed Martin (LMT) in Q4 2021: 889 shares worth $316K. The stake represents 0.07% of the portfolio and ranks #47 among its holdings. This is a return to the name: Arbor Wealth Management previously reported a position in LMT as recently as Q3 2020.

Arbor Wealth Management first reported a position in LMT in Q4 2018 and has held it in 5 quarters since. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

Arbor Wealth Management held 889 shares of Lockheed Martin worth $316K as of Q4 2021.
Lockheed Martin was a new Arbor Wealth Management position in Q4 2021.
Lockheed Martin made up 0.07% of Arbor Wealth Management's portfolio in Q4 2021, its #47 holding.
Arbor Wealth Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 5 quarters since.
2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.