Concorde Financial’s Lockheed Martin LMT Stock Holding History

Concorde Financial’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 Q1	–	Sell	-15	Closed	-$5K	–	99
2021 Q4	$5K	Buy	+15	New	+$5.19K	﹤0.01%	115

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concorde Financial's LMT Position: Q1 2022 in Review

Concorde Financial sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 15 shares — an estimated $5K sold.

Concorde Financial first reported a position in LMT in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 2,179 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

Concorde Financial reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 15 Lockheed Martin shares in Q1 2022, an estimated $5K.
Concorde Financial first reported a position in Lockheed Martin in Q4 2021 and held it in 1 quarter.
Concorde Financial's Lockheed Martin position peaked at $5K in Q4 2021.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.