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B. Riley Wealth Management’s Lockheed Martin LMT Stock Holding History

B. Riley 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
2022
Q2 		$4.42K Buy
10,268
+1,694
+20% +$744K 0.01% 150
2022
Q1 		$3.78M Sell
8,574
-451
-5% -$183K 0.29% 88
2021
Q4 		$3.21M Sell
9,025
-561
-6% -$194K 0.22% 101
2021
Q3 		$3.31M Buy
9,586
+3,036
+46% +$1.1M 0.25% 94
2021
Q2 		$2.48M Sell
6,550
-76
-1% -$29.2K 0.27% 89
2021
Q1 		$2.45M Sell
6,626
-1,558
-19% -$535K 0.29% 86
2020
Q4 		$2.9M Sell
8,184
-1,403
-15% -$516K 0.38% 70
2020
Q3 		$3.67M Sell
9,587
-5,165
-35% -$1.97M 0.43% 62
2020
Q2 		$5.38M Sell
14,752
-1,029
-7% -$389K 0.59% 46
2020
Q1 		$5.35M Buy
15,781
+11,814
+298% +$4.65M 0.56% 48
2019
Q4 		$1.54M Buy
3,967
+96
+2% +$36.8K 0.23% 101
2019
Q3 		$1.51M Buy
3,871
+150
+4% +$56.4K 0.26% 87
2019
Q2 		$1.35K Buy
3,721
+120
+3% +$40.1K 0.21% 96
2019
Q1 		$1.08M Buy
3,601
+87
+2% +$25.5K 0.19% 126
2018
Q4 		$920K Sell
3,514
-415
-11% -$126K 0.19% 122
2018
Q3 		$1.36M Buy
+3,929
New +$1.27M 0.33% 69
2016
Q1 		$535K Buy
2,416
+489
+25% +$105K 0.8% 42
2015
Q4 		$418K Buy
1,927
+205
+12% +$44.5K 0.53% 62
2015
Q3 		$356K Buy
1,722
+12
+0.7% +$2.44K 0.5% 66
2015
Q2 		$317K Buy
1,710
+12
+0.7% +$2.31K 0.25% 116
2015
Q1 		$344K Buy
1,698
+757
+80% +$149K 0.26% 112
2014
Q4 		$181K Buy
941
+266
+39% +$49.4K 0.15% 177
2014
Q3 		$123K Buy
675
+5
+0.7% +$851 0.09% 263
2014
Q2 		$107K Buy
670
+6
+0.9% +$975 0.07% 338
2014
Q1 		$108K Buy
+664
New +$104K 0.08% 301

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

B. Riley Wealth Management's LMT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Lockheed Martin (LMT) stake by 20% in Q2 2022, buying an estimated $744K and bringing the position to 10,268 shares worth $4.42K. The position accounts for 0.01% of the portfolio, ranked #150.

B. Riley Wealth Management first reported a position in LMT in Q1 2014 and has held it in 25 quarters since. The position peaked at $5.38M in Q2 2020. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

  • B. Riley Wealth Management held 10,268 shares of Lockheed Martin worth $4.42K as of Q2 2022.
  • B. Riley Wealth Management bought 1,694 Lockheed Martin shares in Q2 2022, an estimated $744K.
  • Lockheed Martin made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #150 holding.
  • B. Riley Wealth Management first reported a position in Lockheed Martin in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Lockheed Martin position peaked at $5.38M in Q2 2020.
  • 2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.