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Crumly & Associates’s Lockheed Martin LMT Stock Holding History

Crumly & Associates’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
Q1 		– Sell
-1,619
Closed -$788K – 112
2022
Q4 		$788K Buy
1,619
+142
+10% +$66K 0.3% 41
2022
Q3 		$571K Sell
1,477
-22
-1% -$9.19K 0.24% 54
2022
Q2 		$645K Sell
1,499
-36
-2% -$15.8K 0.27% 53
2022
Q1 		$678K Buy
1,535
+109
+8% +$44.2K 0.25% 62
2021
Q4 		$556K Sell
1,426
-123
-8% -$42.5K 0.22% 69
2021
Q3 		$535K Sell
1,549
-444
-22% -$161K 0.25% 69
2021
Q2 		$754K Buy
1,993
+668
+50% +$257K 0.37% 46
2021
Q1 		$490K Buy
1,325
+423
+47% +$145K 0.29% 48
2020
Q4 		$307K Sell
902
-127
-12% -$46.7K 0.22% 52
2020
Q3 		$394K Buy
1,029
+284
+38% +$108K 0.34% 31
2020
Q2 		$272K Buy
745
+46
+7% +$17.4K 0.25% 39
2020
Q1 		$237K Hold
699
– – 0.29% 38
2019
Q4 		$272K Buy
+699
New +$268K 0.28% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crumly & Associates's LMT Position: Q1 2023 in Review

Crumly & Associates sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 1,619 shares — an estimated $788K sold.

Crumly & Associates first reported a position in LMT in Q4 2019 and held it in 13 quarters. The position peaked at $788K in Q4 2022. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • Crumly & Associates reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
  • Crumly & Associates sold 1,619 Lockheed Martin shares in Q1 2023, an estimated $788K.
  • Crumly & Associates first reported a position in Lockheed Martin in Q4 2019 and held it in 13 quarters.
  • Crumly & Associates's Lockheed Martin position peaked at $788K in Q4 2022.
  • 2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Crumly & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.