Echo45 Advisors’s Lockheed Martin LMT Stock Holding History

Echo45 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 Q1	–	Sell	-479	Closed	-$233K	–	59
2022 Q4	$233K	Buy	+479	New	+$223K	0.21%	45
2022 Q3	–	Sell	-476	Closed	-$205K	–	45
2022 Q2	$205K	Sell	476 -69	-13%	-$30.3K	0.19%	48
2022 Q1	$241K	Sell	545 -48	-8%	-$19.5K	0.19%	64
2021 Q4	$211K	Buy	+593	New	+$205K	0.17%	87

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Echo45 Advisors's LMT Position: Q1 2023 in Review

Echo45 Advisors sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 479 shares — an estimated $233K sold.

Echo45 Advisors first reported a position in LMT in Q4 2021 and held it in 4 quarters. The position peaked at $241K in Q1 2022. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

Echo45 Advisors reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
Echo45 Advisors sold 479 Lockheed Martin shares in Q1 2023, an estimated $233K.
Echo45 Advisors first reported a position in Lockheed Martin in Q4 2021 and held it in 4 quarters.
Echo45 Advisors's Lockheed Martin position peaked at $241K in Q1 2022.
2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Echo45 Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.