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BHK Investment Advisors’s Lockheed Martin LMT Stock Holding History

BHK Investment 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
2024
Q1 		– Sell
-740
Closed -$335K – 61
2023
Q4 		$335K Sell
740
-530
-42% -$235K 0.19% 38
2023
Q3 		$519K Sell
1,270
-80
-6% -$35.5K 0.24% 35
2023
Q2 		$621K Sell
1,350
-14
-1% -$6.5K 0.27% 33
2023
Q1 		$645K Buy
1,364
+270
+25% +$127K 0.28% 30
2022
Q4 		$532K Sell
1,094
-331
-23% -$154K 0.3% 28
2022
Q3 		$550K Buy
1,425
+151
+12% +$63.1K 0.28% 28
2022
Q2 		$548K Buy
1,274
+255
+25% +$112K 0.25% 34
2022
Q1 		$450K Hold
1,019
– – 0.19% 38
2021
Q4 		$362K Buy
1,019
+21
+2% +$7.26K 0.14% 53
2021
Q3 		$345K Buy
998
+30
+3% +$10.9K 0.14% 51
2021
Q2 		$366K Hold
968
– – 0.15% 49
2021
Q1 		$344K Hold
968
– – 0.16% 50
2020
Q4 		$344K Buy
968
+145
+18% +$53.3K 0.16% 48
2020
Q3 		$315K Buy
823
+1
+0.1% +$382 0.18% 45
2020
Q2 		$300K Buy
822
+49
+6% +$18.5K 0.18% 40
2020
Q1 		$262K Buy
773
+50
+7% +$19.7K 0.19% 41
2019
Q4 		$282K Sell
723
-175
-19% -$67.2K 0.16% 50
2019
Q3 		$350K Sell
898
-464
-34% -$174K 0.2% 58
2019
Q2 		$495K Sell
1,362
-557
-29% -$186K 0.28% 50
2019
Q1 		$576K Buy
1,919
+583
+44% +$171K 0.35% 43
2018
Q4 		$350K Sell
1,336
-80
-6% -$24.3K 0.26% 48
2018
Q3 		$490K Buy
1,416
+29
+2% +$9.36K 0.33% 38
2018
Q2 		$410K Buy
1,387
+387
+39% +$125K 0.29% 40
2018
Q1 		$338K Buy
+1,000
New +$340K 0.25% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BHK Investment Advisors's LMT Position: Q1 2024 in Review

BHK Investment Advisors sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 740 shares — an estimated $335K sold.

BHK Investment Advisors first reported a position in LMT in Q1 2018 and held it in 24 quarters. The position peaked at $645K in Q1 2023. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

  • BHK Investment Advisors reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
  • BHK Investment Advisors sold 740 Lockheed Martin shares in Q1 2024, an estimated $335K.
  • BHK Investment Advisors first reported a position in Lockheed Martin in Q1 2018 and held it in 24 quarters.
  • BHK Investment Advisors's Lockheed Martin position peaked at $645K in Q1 2023.
  • 2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on BHK Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.