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Barnett & Company’s Lockheed Martin LMT Stock Holding History

Barnett & Company’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
Q1 		– Sell
-10
Closed -$4K – 186
2021
Q4 		$4K Buy
+10
New +$3.46K ﹤0.01% 244
2020
Q4 		– Sell
-100
Closed -$38K – 294
2020
Q3 		$38K Buy
+100
New +$38.2K 0.03% 161
2019
Q1 		– Sell
-96
Closed -$25K – 319
2018
Q4 		$25K Hold
96
– – 0.01% 219
2018
Q3 		$33K Buy
+96
New +$31K 0.02% 220

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barnett & Company's LMT Position: Q1 2022 in Review

Barnett & Company sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 10 shares — an estimated $4K sold.

Barnett & Company first reported a position in LMT in Q3 2018 and held it in 4 quarters. The position peaked at $38K in Q3 2020. 2,179 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • Barnett & Company reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
  • Barnett & Company sold 10 Lockheed Martin shares in Q1 2022, an estimated $4K.
  • Barnett & Company first reported a position in Lockheed Martin in Q3 2018 and held it in 4 quarters.
  • Barnett & Company's Lockheed Martin position peaked at $38K in Q3 2020.
  • 2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.