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Axim Planning & Wealth’s Lockheed Martin LMT Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-150
Closed -$58K – 113
2022
Q3 		$58K Buy
+150
New +$62.6K 0.06% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Axim Planning & Wealth's LMT Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 150 shares — an estimated $58K sold.

Axim Planning & Wealth first reported a position in LMT in Q3 2022 and held it in 1 quarter. The position peaked at $58K in Q3 2022. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 150 Lockheed Martin shares in Q4 2022, an estimated $58K.
  • Axim Planning & Wealth first reported a position in Lockheed Martin in Q3 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's Lockheed Martin position peaked at $58K in Q3 2022.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.