Cascade Investment Advisors’s Lockheed Martin LMT Stock Holding History

Cascade 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
2023 Q2	–	Sell	-75	Closed	-$35.5K	–	167
2023 Q1	$35.5K	Buy	+75	New	+$35.2K	0.03%	159
2022 Q3	–	Sell	-75	Closed	-$32.2K	–	166
2022 Q2	$32.2K	Hold	75	–	–	0.03%	172
2022 Q1	$33.1K	Hold	75	–	–	0.02%	187
2021 Q4	$26.7K	Hold	75	–	–	0.02%	197
2021 Q3	$25.9K	Hold	75	–	–	0.02%	194
2021 Q2	$28.4K	Hold	75	–	–	0.02%	190
2021 Q1	$27.7K	Hold	75	–	–	0.02%	190
2020 Q4	$26.6K	Hold	75	–	–	0.02%	187
2020 Q3	$28.7K	Hold	75	–	–	0.02%	176
2020 Q2	$27.4K	Hold	75	–	–	0.03%	171
2020 Q1	$25.4K	Hold	75	–	–	0.03%	166
2019 Q4	$29.2K	Sell	75 -15	-17%	-$5.76K	0.02%	175
2019 Q3	$35.1K	Hold	90	–	–	0.03%	167
2019 Q2	$32.7K	Hold	90	–	–	0.03%	164
2019 Q1	$27K	Hold	90	–	–	0.02%	159
2018 Q4	$23.6K	Hold	90	–	–	0.02%	163
2018 Q3	$31.1K	Hold	90	–	–	0.03%	148
2018 Q2	$26.6K	Hold	90	–	–	0.02%	157
2018 Q1	$30.4K	Hold	90	–	–	0.02%	143
2017 Q4	$28.9K	Buy	+90	New	+$28.4K	0.02%	144

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

Cascade Investment Advisors's LMT Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 75 shares — an estimated $35.5K sold.

Cascade Investment Advisors first reported a position in LMT in Q4 2017 and held it in 20 quarters. The position peaked at $35.5K in Q1 2023. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Cascade Investment Advisors reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 75 Lockheed Martin shares in Q2 2023, an estimated $35.5K.
Cascade Investment Advisors first reported a position in Lockheed Martin in Q4 2017 and held it in 20 quarters.
Cascade Investment Advisors's Lockheed Martin position peaked at $35.5K in Q1 2023.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.