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Carl Stuart Investment Advisor’s Lockheed Martin LMT Stock Holding History

Carl Stuart Investment Advisor’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
Q2 		– Sell
-10
Closed -$642K – 38
2023
Q1 		$642K Buy
+10
New +$4.69K 0.61% 15

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carl Stuart Investment Advisor's LMT Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 10 shares — an estimated $642K sold.

Carl Stuart Investment Advisor first reported a position in LMT in Q1 2023 and held it in 1 quarter. The position peaked at $642K in Q1 2023. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 10 Lockheed Martin shares in Q2 2023, an estimated $642K.
  • Carl Stuart Investment Advisor first reported a position in Lockheed Martin in Q1 2023 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Lockheed Martin position peaked at $642K in Q1 2023.
  • 2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.