BlueSky Wealth Advisors’s Lockheed Martin LMT Stock Holding History

BlueSky 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
2024 Q1	–	Sell	-492	Closed	-$223K	–	40
2023 Q4	$223K	Sell	492 -70	-12%	-$31K	0.04%	65
2023 Q3	$230K	Sell	562 -70	-11%	-$31.1K	0.05%	61
2023 Q2	$291K	Sell	632 -136	-18%	-$63.1K	0.06%	61
2023 Q1	$363K	Sell	768 -70	-8%	-$32.8K	0.08%	51
2022 Q4	$408K	Sell	838 -52	-6%	-$24.2K	0.09%	49
2022 Q3	$344K	Sell	890 -4	-0.4%	-$1.67K	0.08%	50
2022 Q2	$384K	Sell	894 -70	-7%	-$30.7K	0.09%	50
2022 Q1	$426K	Sell	964 -70	-7%	-$28.4K	0.08%	52
2021 Q4	$367K	Sell	1,034 -17	-2%	-$5.88K	0.07%	55
2021 Q3	$363K	Sell	1,051 -77	-7%	-$27.9K	0.07%	50
2021 Q2	$432K	Sell	1,128 -10	-0.9%	-$3.85K	0.08%	44
2021 Q1	$441K	Sell	1,138 -140	-11%	-$48K	0.1%	40
2020 Q4	$454K	Sell	1,278 -36	-3%	-$13.2K	0.11%	37
2020 Q3	$511K	Sell	1,314 -38	-3%	-$14.5K	0.13%	35
2020 Q2	$493K	Buy	+1,352	New	+$511K	0.14%	34

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

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

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

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

BlueSky Wealth Advisors's LMT Position: Q1 2024 in Review

BlueSky Wealth Advisors sold out of Lockheed Martin (LMT) in Q1 2024, closing a stake of 492 shares — an estimated $223K sold.

BlueSky Wealth Advisors first reported a position in LMT in Q2 2020 and held it in 15 quarters. The position peaked at $511K in Q3 2020. 2,416 funds tracked by Wall St. Rank hold LMT as of Q1 2024.

BlueSky Wealth Advisors reported no remaining Lockheed Martin position as of Q1 2024 after selling out during the quarter.
BlueSky Wealth Advisors sold 492 Lockheed Martin shares in Q1 2024, an estimated $223K.
BlueSky Wealth Advisors first reported a position in Lockheed Martin in Q2 2020 and held it in 15 quarters.
BlueSky Wealth Advisors's Lockheed Martin position peaked at $511K in Q3 2020.
2,416 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2024.

Based on BlueSky Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.