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Barber Financial Group’s Lockheed Martin LMT Stock Holding History

Barber Financial Group’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 		– Sell
-672
Closed -$297K – 165
2022
Q1 		$297K Sell
672
-25
-4% -$10.1K 0.04% 115
2021
Q4 		$248K Sell
697
-7
-1% -$2.42K 0.03% 144
2021
Q3 		$243K Buy
704
+61
+9% +$22.1K 0.03% 144
2021
Q2 		$243K Buy
+643
New +$247K 0.03% 137

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

Barber Financial Group's LMT Position: Q2 2022 in Review

Barber Financial Group sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 672 shares — an estimated $297K sold.

Barber Financial Group first reported a position in LMT in Q2 2021 and held it in 4 quarters. The position peaked at $297K in Q1 2022. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

  • Barber Financial Group reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 672 Lockheed Martin shares in Q2 2022, an estimated $297K.
  • Barber Financial Group first reported a position in Lockheed Martin in Q2 2021 and held it in 4 quarters.
  • Barber Financial Group's Lockheed Martin position peaked at $297K in Q1 2022.
  • 2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.