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Doliver Advisors’s Lockheed Martin LMT Stock Holding History

Doliver 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
2022
Q4 		– Sell
-568
Closed -$219K – 159
2022
Q3 		$219K Buy
+568
New +$237K 0.08% 134
2022
Q2 		– Sell
-1,659
Closed -$732K – 174
2022
Q1 		$732K Sell
1,659
-1,675
-50% -$679K 0.23% 69
2021
Q4 		$1.3M Sell
3,334
-344
-9% -$119K 0.41% 42
2021
Q3 		$1.27M Buy
3,678
+1,625
+79% +$588K 0.43% 42
2021
Q2 		$777K Buy
2,053
+160
+8% +$61.5K 0.26% 68
2021
Q1 		$699K Buy
1,893
+67
+4% +$23K 0.26% 64
2020
Q4 		$648K Buy
1,826
+476
+35% +$175K 0.29% 62
2020
Q3 		$517K Buy
1,350
+131
+11% +$50K 0.26% 70
2020
Q2 		$445K Buy
1,219
+52
+4% +$19.6K 0.2% 70
2020
Q1 		$442K Sell
1,167
-284
-20% -$112K 0.22% 62
2019
Q4 		$565K Buy
1,451
+8
+0.6% +$3.07K 0.22% 49
2019
Q3 		$552K Buy
1,443
+133
+10% +$50K 0.22% 50
2019
Q2 		$476K Hold
1,310
– – 0.19% 44
2019
Q1 		$393K Sell
1,310
-25
-2% -$7.33K 0.16% 51
2018
Q4 		$350K Buy
+1,335
New +$405K 0.17% 75

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Doliver Advisors's LMT Position: Q4 2022 in Review

Doliver Advisors sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 568 shares — an estimated $219K sold.

Doliver Advisors first reported a position in LMT in Q4 2018 and held it in 15 quarters. The position peaked at $1.3M in Q4 2021. 2,316 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Doliver Advisors reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • Doliver Advisors sold 568 Lockheed Martin shares in Q4 2022, an estimated $219K.
  • Doliver Advisors first reported a position in Lockheed Martin in Q4 2018 and held it in 15 quarters.
  • Doliver Advisors's Lockheed Martin position peaked at $1.3M in Q4 2021.
  • 2,316 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Doliver Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.