DI
LMT icon

Disciplined Investments’s Lockheed Martin LMT Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-36
Closed -$16.6K – 912
2023
Q2 		$16.6K Sell
36
-2
-5% -$928 0.01% 297
2023
Q1 		$18K Buy
38
+12
+46% +$5.63K 0.01% 314
2022
Q4 		$12.6K Sell
26
-54
-68% -$25.1K 0.01% 305
2022
Q3 		$31K Sell
80
-1
-1% -$418 0.01% 266
2022
Q2 		$35K Sell
81
-11
-12% -$4.83K 0.02% 259
2022
Q1 		$41K Sell
92
-31
-25% -$12.6K 0.02% 250
2021
Q4 		$44K Buy
123
+108
+720% +$37.4K 0.02% 220
2021
Q3 		$5K Sell
15
-5
-25% -$1.81K ﹤0.01% 345
2021
Q2 		$8K Hold
20
– – ﹤0.01% 310
2021
Q1 		$7K Buy
+20
New +$6.86K ﹤0.01% 278
2020
Q4 		– Sell
-85
Closed -$33K – 368
2020
Q3 		$33K Hold
85
– – 0.02% 182
2020
Q2 		$31K Hold
85
– – 0.02% 192
2020
Q1 		$29K Hold
85
– – 0.03% 192
2019
Q4 		$33K Buy
+85
New +$32.6K 0.03% 198

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Disciplined Investments's LMT Position: Q3 2023 in Review

Disciplined Investments sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 36 shares — an estimated $16.6K sold.

Disciplined Investments first reported a position in LMT in Q4 2019 and held it in 14 quarters. The position peaked at $44K in Q4 2021. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Disciplined Investments reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 36 Lockheed Martin shares in Q3 2023, an estimated $16.6K.
  • Disciplined Investments first reported a position in Lockheed Martin in Q4 2019 and held it in 14 quarters.
  • Disciplined Investments's Lockheed Martin position peaked at $44K in Q4 2021.
  • 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.