Bruderman Asset Management’s Lockheed Martin LMT Stock Holding History

Bruderman Asset Management’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	$1.19M	Sell	2,774 -140	-5%	-$61.5K	2.14%	14
2022 Q1	$1.29M	Sell	2,914 -2,741	-48%	-$1.11M	1.94%	16
2021 Q4	$2.01M	Sell	5,655 -12,071	-68%	-$4.17M	1.54%	20
2021 Q3	$6.12M	Buy	17,726 +240	+1%	+$86.9K	1.54%	20
2021 Q2	$6.62M	Buy	17,486 +98	+0.6%	+$37.7K	2.05%	22
2021 Q1	$6.42M	Buy	17,388 +84	+0.5%	+$28.8K	1.79%	22
2020 Q4	$6.14M	Buy	17,304 +757	+5%	+$278K	1.78%	21
2020 Q3	$6.34M	Buy	16,547 +2,639	+19%	+$1.01M	2.08%	17
2020 Q2	$5.01M	Buy	13,908 +290	+2%	+$110K	1.66%	20
2020 Q1	$4.61M	Buy	13,618 +149	+1%	+$58.6K	1.83%	16
2019 Q4	$5.38M	Sell	13,469 -1,691	-11%	-$649K	1.68%	19
2019 Q3	$5.79M	Sell	15,160 -2,113	-12%	-$795K	1.46%	24
2019 Q2	$6.28M	Sell	17,273 -675	-4%	-$226K	1.48%	26
2019 Q1	$5.39M	Sell	17,948 -143	-0.8%	-$41.9K	1.18%	32
2018 Q4	$4.74M	Sell	18,091 -71	-0.4%	-$21.5K	1.22%	30
2018 Q3	$6.28M	Buy	18,162 +12,732	+234%	+$4.11M	1.44%	23
2018 Q2	$1.6M	Sell	5,430 -1,308	-19%	-$422K	0.39%	62
2018 Q1	$2.28M	Sell	6,738 -1,746	-21%	-$594K	0.55%	50
2017 Q4	$2.72M	Sell	8,484 -2,493	-23%	-$786K	0.69%	45
2017 Q3	$3.41M	Sell	10,977 -2,784	-20%	-$831K	0.88%	32
2017 Q2	$3.82M	Sell	13,761 -3,034	-18%	-$834K	1.02%	31
2017 Q1	$4.49M	Sell	16,795 -1,221	-7%	-$320K	1.3%	24
2016 Q4	$4.5M	Buy	18,016 +14,346	+391%	+$3.59M	1.36%	22
2016 Q3	$880K	Sell	3,670 -95	-3%	-$23.8K	0.26%	70
2016 Q2	$934K	Sell	3,765 -122	-3%	-$28.8K	0.29%	65
2016 Q1	$861K	Buy	3,887 +6	+0.2%	+$1.29K	0.3%	67
2015 Q4	$843K	Buy	3,881 +477	+14%	+$104K	0.32%	58
2015 Q3	$706K	Buy	3,404 +3	+0.1%	+$610	0.28%	61
2015 Q2	$632K	Buy	3,401 +2	+0.1%	+$385	0.24%	65
2015 Q1	$690K	Buy	+3,399	New	+$671K	0.27%	62

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bruderman Asset Management's LMT Position: Q2 2022 in Review

Bruderman Asset Management reduced its Lockheed Martin (LMT) stake by 4.8% in Q2 2022, selling an estimated $61.5K and leaving 2,774 shares worth $1.19M. The position accounts for 2.14% of the portfolio, ranked #14.

Bruderman Asset Management first reported a position in LMT in Q1 2015 and has held it in 30 quarters since. The position peaked at $6.62M in Q2 2021. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Bruderman Asset Management held 2,774 shares of Lockheed Martin worth $1.19M as of Q2 2022.
Bruderman Asset Management sold 140 Lockheed Martin shares in Q2 2022, an estimated $61.5K.
Lockheed Martin made up 2.14% of Bruderman Asset Management's portfolio in Q2 2022, its #14 holding.
Bruderman Asset Management first reported a position in Lockheed Martin in Q1 2015 and has held it in 30 quarters since.
Bruderman Asset Management's Lockheed Martin position peaked at $6.62M in Q2 2021.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.