Endurance Wealth Management’s Lockheed Martin LMT Stock Holding History

Endurance 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
2023 Q2	$61K	Hold	133	–	–	0.01%	312
2023 Q1	$63K	Hold	133	–	–	0.01%	317
2022 Q4	$65K	Sell	133 -72	-35%	-$33.5K	0.01%	295
2022 Q3	$79K	Hold	205	–	–	0.01%	270
2022 Q2	$88K	Hold	205	–	–	0.01%	272
2022 Q1	$90K	Hold	205	–	–	0.01%	289
2021 Q4	$73K	Hold	205	–	–	0.01%	319
2021 Q3	$71K	Hold	205	–	–	0.01%	313
2021 Q2	$77K	Hold	205	–	–	0.01%	318
2021 Q1	$76K	Hold	205	–	–	0.01%	308
2020 Q4	$73K	Sell	205 -53	-21%	-$19.5K	0.01%	278
2020 Q3	$99K	Hold	258	–	–	0.01%	241
2020 Q2	$94K	Hold	258	–	–	0.02%	245
2020 Q1	$87K	Hold	258	–	–	0.02%	233
2019 Q4	$100K	Buy	258 +53	+26%	+$20.3K	0.02%	225
2019 Q3	$80K	Sell	205 -23	-10%	-$8.65K	0.01%	240
2019 Q2	$83K	Hold	228	–	–	0.01%	235
2019 Q1	$68K	Hold	228	–	–	0.01%	245
2018 Q4	$60K	Buy	228 +23	+11%	+$6.98K	0.01%	242
2018 Q3	$71K	Hold	205	–	–	0.01%	244
2018 Q2	$61K	Hold	205	–	–	0.01%	258
2018 Q1	$69K	Hold	205	–	–	0.01%	252
2017 Q4	$66K	Hold	205	–	–	0.01%	253
2017 Q3	$64K	Buy	205 +50	+32%	+$14.9K	0.01%	249
2017 Q2	$43K	Buy	155 +40	+35%	+$11K	0.01%	289
2017 Q1	$31K	Hold	115	–	–	0.01%	313
2016 Q4	$29K	Hold	115	–	–	0.01%	312
2016 Q3	$27K	Buy	+115	New	+$28.8K	﹤0.01%	314

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Endurance Wealth Management's LMT Position: Q2 2023 in Review

Endurance Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2023 at 133 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #312.

Endurance Wealth Management first reported a position in LMT in Q3 2016 and has held it in 28 quarters since. The position peaked at $100K in Q4 2019. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Endurance Wealth Management held 133 shares of Lockheed Martin worth $61K as of Q2 2023.
Endurance Wealth Management left its Lockheed Martin share count unchanged in Q2 2023.
Lockheed Martin made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #312 holding.
Endurance Wealth Management first reported a position in Lockheed Martin in Q3 2016 and has held it in 28 quarters since.
Endurance Wealth Management's Lockheed Martin position peaked at $100K in Q4 2019.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.