Asset Management Resources’s Lockheed Martin LMT Stock Holding History

Asset Management Resources’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 Q4	$352K	Sell	777 -153	-16%	-$67.8K	0.2%	37
2023 Q3	$380K	Buy	930 +94	+11%	+$41.7K	0.24%	35
2023 Q2	$385K	Sell	836 -8	-0.9%	-$3.71K	0.23%	36
2023 Q1	$399K	Sell	844 -19	-2%	-$8.91K	0.25%	30
2022 Q4	$420K	Hold	863	–	–	0.29%	31
2022 Q3	$333K	Sell	863 -35	-4%	-$14.6K	0.33%	34
2022 Q2	$386K	Sell	898 -79	-8%	-$34.7K	0.33%	29
2022 Q1	$431K	Buy	977 +103	+12%	+$41.8K	0.35%	29
2021 Q4	$311K	Buy	+874	New	+$302K	0.27%	38

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Asset Management Resources's LMT Position: Q4 2023 in Review

Asset Management Resources reduced its Lockheed Martin (LMT) stake by 16% in Q4 2023, selling an estimated $67.8K and leaving 777 shares worth $352K. The position accounts for 0.2% of the portfolio, ranked #37.

Asset Management Resources first reported a position in LMT in Q4 2021 and has held it in 9 quarters since. The position peaked at $431K in Q1 2022. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

Asset Management Resources held 777 shares of Lockheed Martin worth $352K as of Q4 2023.
Asset Management Resources sold 153 Lockheed Martin shares in Q4 2023, an estimated $67.8K.
Lockheed Martin made up 0.2% of Asset Management Resources's portfolio in Q4 2023, its #37 holding.
Asset Management Resources first reported a position in Lockheed Martin in Q4 2021 and has held it in 9 quarters since.
Asset Management Resources's Lockheed Martin position peaked at $431K in Q1 2022.
2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.