Capital Advisory Group Advisory Services’s Lockheed Martin LMT Stock Holding History

Capital Advisory Group Advisory Services’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	-87	Closed	-$38K	–	352
2022 Q1	$38K	Buy	+87	New	+$35.3K	0.02%	261
2021 Q4	–	Sell	-71	Closed	-$25K	–	342
2021 Q3	$25K	Hold	71	–	–	0.01%	304
2021 Q2	$27K	Sell	71 -133	-65%	-$51.1K	0.01%	301
2021 Q1	$75K	Sell	204 -586	-74%	-$201K	0.03%	227
2020 Q4	$280K	Sell	790 -881	-53%	-$324K	0.12%	134
2020 Q3	$640K	Buy	1,671 +89	+6%	+$34K	0.33%	74
2020 Q2	$577K	Sell	1,582 -28	-2%	-$10.6K	0.32%	70
2020 Q1	$545K	Buy	+1,610	New	+$633K	0.68%	40
2019 Q4	–	Sell	-159	Closed	-$63K	–	318
2019 Q3	$63K	Hold	159	–	–	0.04%	137
2019 Q2	$58K	Hold	159	–	–	0.04%	144
2019 Q1	$49K	Buy	159 +16	+11%	+$4.69K	0.04%	147
2018 Q4	$37K	Buy	+143	New	+$43.4K	0.03%	158

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

Capital Advisory Group Advisory Services's LMT Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 87 shares — an estimated $38K sold.

Capital Advisory Group Advisory Services first reported a position in LMT in Q4 2018 and held it in 12 quarters. The position peaked at $640K in Q3 2020. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 87 Lockheed Martin shares in Q2 2022, an estimated $38K.
Capital Advisory Group Advisory Services first reported a position in Lockheed Martin in Q4 2018 and held it in 12 quarters.
Capital Advisory Group Advisory Services's Lockheed Martin position peaked at $640K in Q3 2020.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.