C2C Wealth Management’s Lockheed Martin LMT Stock Holding History

C2C Wealth 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
2023 Q4	–	Sell	-3,402	Closed	-$1.39M	–	174
2023 Q3	$1.39M	Sell	3,402 -23	-0.7%	-$10.2K	0.2%	54
2023 Q2	$1.62M	Buy	3,425 +1	+0%	+$464	0.21%	50
2023 Q1	$1.67M	Sell	3,424 -49	-1%	-$23K	0.27%	46
2022 Q4	$1.54M	Buy	3,473 +1	+0%	+$465	0.27%	39
2022 Q3	$1.41M	Sell	3,472 -53	-2%	-$22.1K	0.28%	42
2022 Q2	$1.38M	Buy	3,525 +1	+0%	+$439	0.25%	47
2022 Q1	$1.61M	Sell	3,524 -295	-8%	-$120K	0.27%	45
2021 Q4	$1.36M	Buy	+3,819	New	+$1.32M	0.19%	64

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

C2C Wealth Management's LMT Position: Q4 2023 in Review

C2C Wealth Management sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 3,402 shares — an estimated $1.39M sold.

C2C Wealth Management first reported a position in LMT in Q4 2021 and held it in 8 quarters. The position peaked at $1.67M in Q1 2023. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

C2C Wealth Management reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 3,402 Lockheed Martin shares in Q4 2023, an estimated $1.39M.
C2C Wealth Management first reported a position in Lockheed Martin in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's Lockheed Martin position peaked at $1.67M in Q1 2023.
2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.