Carlsbad Wealth Advisory Group’s Lockheed Martin LMT Stock Holding History

Carlsbad Wealth Advisory Group’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	$1.27M	Buy	+2,754	New	+$1.28M	0.82%	19

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

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

Carlsbad Wealth Advisory Group's LMT Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Lockheed Martin (LMT) in Q2 2023: 2,754 shares worth $1.27M. The stake represents 0.82% of the portfolio and ranks #19 among its holdings.

2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Carlsbad Wealth Advisory Group held 2,754 shares of Lockheed Martin worth $1.27M as of Q2 2023.
Lockheed Martin was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Lockheed Martin made up 0.82% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #19 holding.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.