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Braun-Bostich & Associates’s Lockheed Martin LMT Stock Holding History

Braun-Bostich & Associates’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
2022
Q2 		– Sell
-634
Closed -$280K – 73
2022
Q1 		$280K Buy
+634
New +$257K 0.6% 54
2021
Q4 		– Sell
-1,015
Closed -$350K – 131
2021
Q3 		$350K Sell
1,015
-4
-0.4% -$1.45K 0.66% 42
2021
Q2 		$386K Buy
1,019
+22
+2% +$8.46K 0.7% 40
2021
Q1 		$368K Buy
997
+236
+31% +$81K 0.71% 40
2020
Q4 		$270K Buy
761
+222
+41% +$81.6K 0.54% 45
2020
Q3 		$207K Sell
539
-585
-52% -$223K 0.21% 88
2020
Q2 		$410K Hold
1,124
– – 0.4% 48
2020
Q1 		$380K Buy
1,124
+47
+4% +$18.5K 0.48% 48
2019
Q4 		$430K Buy
1,077
+154
+17% +$59.1K 0.42% 55
2019
Q3 		$360K Buy
923
+557
+152% +$209K 0.42% 55
2019
Q2 		$133K Sell
366
-178
-33% -$59.5K 0.14% 117
2019
Q1 		$163K Sell
544
-50
-8% -$14.7K 0.17% 121
2018
Q4 		$156K Hold
594
– – 0.17% 106
2018
Q3 		$206K Sell
594
-49
-8% -$15.8K 0.2% 97
2018
Q2 		$190K Buy
643
+182
+39% +$58.7K 0.19% 101
2018
Q1 		$156K Sell
461
-612
-57% -$208K 0.14% 112
2017
Q4 		$344K Buy
+1,073
New +$338K 0.29% 96

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Braun-Bostich & Associates's LMT Position: Q2 2022 in Review

Braun-Bostich & Associates sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 634 shares — an estimated $280K sold.

Braun-Bostich & Associates first reported a position in LMT in Q4 2017 and held it in 17 quarters. The position peaked at $430K in Q4 2019. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

  • Braun-Bostich & Associates reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 634 Lockheed Martin shares in Q2 2022, an estimated $280K.
  • Braun-Bostich & Associates first reported a position in Lockheed Martin in Q4 2017 and held it in 17 quarters.
  • Braun-Bostich & Associates's Lockheed Martin position peaked at $430K in Q4 2019.
  • 2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Braun-Bostich & Associates's 13F filing for Q2 2022, filed 16 Aug 2022.