BDO Wealth Advisors’s Lockheed Martin LMT Stock Holding History

BDO Wealth Advisors’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 Q2	$1.69M	Buy	3,676 +42	+1%	+$19.5K	0.19%	100
2023 Q1	$1.72M	Sell	3,634 -4	-0.1%	-$1.88K	0.21%	93
2022 Q4	$1.77M	Sell	3,638 -105	-3%	-$48.8K	0.22%	97
2022 Q3	$1.45M	Hold	3,743	–	–	0.19%	102
2022 Q2	$1.61M	Buy	3,743 +171	+5%	+$75.1K	0.2%	97
2022 Q1	$1.58M	Buy	3,572 +7	+0.2%	+$2.84K	0.17%	105
2021 Q4	$1.27M	Sell	3,565 -102	-3%	-$35.3K	0.13%	120
2021 Q3	$1.26M	Sell	3,667 -24	-0.7%	-$8.69K	0.14%	117
2021 Q2	$1.4M	Sell	3,691 -43	-1%	-$16.5K	0.15%	110
2021 Q1	$1.38M	Buy	3,734 +424	+13%	+$145K	0.16%	104
2020 Q4	$1.18M	Buy	3,310 +15	+0.5%	+$5.51K	0.17%	93
2020 Q3	$1.26M	Sell	3,295 -25	-0.8%	-$9.54K	0.21%	80
2020 Q2	$1.21M	Sell	3,320 -90	-3%	-$34K	0.21%	82
2020 Q1	$1.16M	Buy	3,410 +3,280	+2,523%	+$1.29M	0.23%	77
2019 Q4	$51K	Hold	130	–	–	0.01%	299
2019 Q3	$51K	Buy	130 +80	+160%	+$30.1K	0.01%	310
2019 Q2	$18K	Sell	50 -51	-50%	-$17.1K	﹤0.01%	399
2019 Q1	$30K	Hold	101	–	–	0.01%	333
2018 Q4	$26K	Sell	101 -2	-2%	-$607	0.01%	315
2018 Q3	$36K	Sell	103 -48	-32%	-$15.5K	0.01%	327
2018 Q2	$45K	Buy	151 +20	+15%	+$6.45K	0.02%	309
2018 Q1	$44K	Sell	131 -6	-4%	-$2.04K	0.02%	262
2017 Q4	$44K	Buy	137 +5	+4%	+$1.58K	0.02%	224
2017 Q3	$41K	Sell	132 -9	-6%	-$2.69K	0.02%	217
2017 Q2	$39K	Buy	+141	New	+$38.7K	0.02%	252

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BDO Wealth Advisors's LMT Position: Q2 2023 in Review

BDO Wealth Advisors increased its Lockheed Martin (LMT) stake by 1.2% in Q2 2023, buying an estimated $19.5K and bringing the position to 3,676 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #100.

BDO Wealth Advisors first reported a position in LMT in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.77M in Q4 2022. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

BDO Wealth Advisors held 3,676 shares of Lockheed Martin worth $1.69M as of Q2 2023.
BDO Wealth Advisors bought 42 Lockheed Martin shares in Q2 2023, an estimated $19.5K.
Lockheed Martin made up 0.19% of BDO Wealth Advisors's portfolio in Q2 2023, its #100 holding.
BDO Wealth Advisors first reported a position in Lockheed Martin in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Lockheed Martin position peaked at $1.77M in Q4 2022.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.