Edge Wealth Management’s Lockheed Martin LMT Stock Holding History

Edge Wealth Management’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	-216	Closed	-$77K	–	288
2021 Q4	$77K	Buy	216 +1	+0.5%	+$346	0.01%	147
2021 Q3	$74K	Buy	215 +1	+0.5%	+$362	0.01%	152
2021 Q2	$81K	Hold	214	–	–	0.02%	152
2021 Q1	$79K	Hold	214	–	–	0.02%	154
2020 Q4	$76K	Buy	214 +69	+48%	+$25.4K	0.02%	153
2020 Q3	$56K	Hold	145	–	–	0.01%	194
2020 Q2	$53K	Hold	145	–	–	0.01%	266
2020 Q1	$50K	Sell	145 -1,500	-91%	-$590K	0.01%	240
2019 Q4	$639K	Hold	1,645	–	–	0.13%	89
2019 Q3	$641K	Buy	1,645 +1,500	+1,034%	+$564K	0.15%	84
2019 Q2	$52K	Hold	145	–	–	0.01%	254
2019 Q1	$43K	Hold	145	–	–	0.01%	252
2018 Q4	$38K	Hold	145	–	–	0.01%	270
2018 Q3	$50K	Hold	145	–	–	0.01%	254
2018 Q2	$43K	Hold	145	–	–	0.01%	261
2018 Q1	$49K	Hold	145	–	–	0.01%	227
2017 Q4	$46K	Hold	145	–	–	0.01%	228
2017 Q3	$45K	Hold	145	–	–	0.01%	229
2017 Q2	$41K	Hold	145	–	–	0.01%	231
2017 Q1	$39K	Hold	145	–	–	0.01%	224
2016 Q4	$36K	Hold	145	–	–	0.01%	214
2016 Q3	$35K	Hold	145	–	–	0.01%	210
2016 Q2	$36K	Buy	+145	New	+$34.2K	0.02%	198
2014 Q2	–	Sell	-223	Closed	-$36K	–	405
2014 Q1	$36K	Hold	223	–	–	0.02%	197
2013 Q4	$33K	Hold	223	–	–	0.02%	184
2013 Q3	$28K	Hold	223	–	–	0.02%	176
2013 Q2	$24K	Buy	+223	New	+$22.8K	0.02%	176

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edge Wealth Management's LMT Position: Q1 2022 in Review

Edge Wealth Management sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 216 shares — an estimated $77K sold.

Edge Wealth Management first reported a position in LMT in Q2 2013 and held it in 27 quarters. The position peaked at $641K in Q3 2019. 2,176 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

Edge Wealth Management reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 216 Lockheed Martin shares in Q1 2022, an estimated $77K.
Edge Wealth Management first reported a position in Lockheed Martin in Q2 2013 and held it in 27 quarters.
Edge Wealth Management's Lockheed Martin position peaked at $641K in Q3 2019.
2,176 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.