Brightworth’s Lockheed Martin LMT Stock Holding History

Brightworth’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 Q3	$4.01M	Buy	10,391 +567	+6%	+$237K	0.43%	42
2022 Q2	$4.22M	Buy	9,824 +590	+6%	+$259K	0.45%	42
2022 Q1	$4.08M	Buy	9,234 +1,729	+23%	+$701K	0.41%	44
2021 Q4	$2.67M	Buy	7,505 +1,685	+29%	+$583K	0.24%	48
2021 Q3	$2.01M	Buy	5,820 +1,185	+26%	+$429K	0.18%	54
2021 Q2	$1.75M	Buy	4,635 +1,264	+37%	+$486K	0.15%	54
2021 Q1	$1.25M	Buy	3,371 +2,224	+194%	+$763K	0.11%	55
2020 Q4	$407K	Buy	+1,147	New	+$422K	0.04%	74
2018 Q2	–	Sell	-1,310	Closed	-$443K	–	112
2018 Q1	$443K	Sell	1,310 -12	-0.9%	-$4.08K	0.1%	74
2017 Q4	$424K	Sell	1,322 -232	-15%	-$73.1K	0.1%	74
2017 Q3	$482K	Buy	+1,554	New	+$464K	0.12%	66

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

Brightworth's LMT Position: Q3 2022 in Review

Brightworth increased its Lockheed Martin (LMT) stake by 5.8% in Q3 2022, buying an estimated $237K and bringing the position to 10,391 shares worth $4.01M. The position accounts for 0.43% of the portfolio, ranked #42.

Brightworth first reported a position in LMT in Q3 2017 and has held it in 11 quarters since. The position peaked at $4.22M in Q2 2022. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

Brightworth held 10,391 shares of Lockheed Martin worth $4.01M as of Q3 2022.
Brightworth bought 567 Lockheed Martin shares in Q3 2022, an estimated $237K.
Lockheed Martin made up 0.43% of Brightworth's portfolio in Q3 2022, its #42 holding.
Brightworth first reported a position in Lockheed Martin in Q3 2017 and has held it in 11 quarters since.
Brightworth's Lockheed Martin position peaked at $4.22M in Q2 2022.
2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.