BMS Financial Advisors’s Lockheed Martin LMT Stock Holding History

BMS Financial 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	$487K	Sell	1,058 -476	-31%	-$221K	0.32%	49
2023 Q1	$725K	Sell	1,534 -42	-3%	-$19.7K	0.5%	36
2022 Q4	$767K	Sell	1,576 -59	-4%	-$27.4K	0.51%	32
2022 Q3	$632K	Sell	1,635 -57	-3%	-$23.8K	0.44%	39
2022 Q2	$727K	Buy	1,692 +54	+3%	+$23.7K	0.48%	30
2022 Q1	$723K	Buy	1,638 +31	+2%	+$12.6K	0.46%	40
2021 Q4	$571K	Buy	+1,607	New	+$556K	0.36%	56

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

BMS Financial Advisors's LMT Position: Q2 2023 in Review

BMS Financial Advisors reduced its Lockheed Martin (LMT) stake by 31% in Q2 2023, selling an estimated $221K and leaving 1,058 shares worth $487K. The position accounts for 0.32% of the portfolio, ranked #49.

BMS Financial Advisors first reported a position in LMT in Q4 2021 and has held it in 7 quarters since. The position peaked at $767K in Q4 2022. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

BMS Financial Advisors held 1,058 shares of Lockheed Martin worth $487K as of Q2 2023.
BMS Financial Advisors sold 476 Lockheed Martin shares in Q2 2023, an estimated $221K.
Lockheed Martin made up 0.32% of BMS Financial Advisors's portfolio in Q2 2023, its #49 holding.
BMS Financial Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Lockheed Martin position peaked at $767K in Q4 2022.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.