Blue Barn Wealth’s Lockheed Martin LMT Stock Holding History

Blue Barn Wealth’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 Q1	–	Sell	-622	Closed	-$303K	–	132
2022 Q4	$303K	Sell	622 -8	-1%	-$3.72K	0.2%	80
2022 Q3	$243K	Buy	630 +20	+3%	+$8.35K	0.17%	89
2022 Q2	$262K	Hold	610	–	–	0.2%	81
2022 Q1	$269K	Sell	610 -10	-2%	-$4.05K	0.19%	88
2021 Q4	$220K	Buy	+620	New	+$214K	0.15%	110

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blue Barn Wealth's LMT Position: Q1 2023 in Review

Blue Barn Wealth sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 622 shares — an estimated $303K sold.

Blue Barn Wealth first reported a position in LMT in Q4 2021 and held it in 5 quarters. The position peaked at $303K in Q4 2022. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

Blue Barn Wealth reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
Blue Barn Wealth sold 622 Lockheed Martin shares in Q1 2023, an estimated $303K.
Blue Barn Wealth first reported a position in Lockheed Martin in Q4 2021 and held it in 5 quarters.
Blue Barn Wealth's Lockheed Martin position peaked at $303K in Q4 2022.
2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Blue Barn Wealth's 13F filing for Q1 2023, filed 11 May 2023.