Capital Directions Investment Advisors’s Lockheed Martin LMT Stock Holding History

Capital Directions Investment Advisors’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	–	Sell	-50	Closed	-$21K	–	231
2022 Q2	$21K	Sell	50 -50	-50%	-$22K	0.01%	173
2022 Q1	$44K	Buy	+100	New	+$40.5K	0.01%	151
2021 Q4	–	Sell	-102	Closed	-$35K	–	145
2021 Q3	$35K	Buy	102 +52	+104%	+$18.8K	0.01%	159
2021 Q2	$19K	Buy	+50	New	+$19.2K	0.01%	173
2021 Q1	–	Sell	-50	Closed	-$18K	–	279
2020 Q4	$18K	Hold	50	–	–	0.01%	158
2020 Q3	$19K	Hold	50	–	–	0.01%	159
2020 Q2	$18K	Sell	50 -25	-33%	-$9.44K	0.01%	164
2020 Q1	$25K	Hold	75	–	–	0.01%	146
2019 Q4	$29K	Hold	75	–	–	0.01%	168
2019 Q3	$29K	Buy	+75	New	+$28.2K	0.01%	161

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Capital Directions Investment Advisors's LMT Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Lockheed Martin (LMT) in Q3 2022, closing a stake of 50 shares — an estimated $21K sold.

Capital Directions Investment Advisors first reported a position in LMT in Q3 2019 and held it in 10 quarters. The position peaked at $44K in Q1 2022. 2,130 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

Capital Directions Investment Advisors reported no remaining Lockheed Martin position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 50 Lockheed Martin shares in Q3 2022, an estimated $21K.
Capital Directions Investment Advisors first reported a position in Lockheed Martin in Q3 2019 and held it in 10 quarters.
Capital Directions Investment Advisors's Lockheed Martin position peaked at $44K in Q1 2022.
2,130 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.