Enlightenment Research’s Lockheed Martin LMT Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-1,000	Closed	-$430K	–	129
2022 Q2	$430K	Buy	+1,000	New	+$439K	0.92%	35
2021 Q1	–	Sell	-1,200	Closed	-$426K	–	167
2020 Q4	$426K	Buy	+1,200	New	+$441K	0.6%	44
2020 Q3	–	Sell	-1,100	Closed	-$401K	–	100
2020 Q2	$401K	Buy	1,100 +400	+57%	+$151K	0.96%	31
2020 Q1	$259K	Buy	+700	New	+$275K	0.27%	116
2019 Q4	–	Sell	-900	Closed	-$351K	–	92
2019 Q3	$351K	Sell	900 -500	-36%	-$188K	0.78%	45
2019 Q2	$474K	Buy	+1,400	New	+$468K	0.24%	122
2019 Q1	–	Sell	-300	Closed	-$79K	–	411
2018 Q4	$79K	Buy	+300	New	+$91K	0.1%	225

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Enlightenment Research's LMT Position: Q3 2022 in Review

Enlightenment Research sold out of Lockheed Martin (LMT) in Q3 2022, closing a stake of 1,000 shares — an estimated $430K sold.

Enlightenment Research first reported a position in LMT in Q4 2018 and held it in 7 quarters. The position peaked at $474K in Q2 2019. 2,130 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

Enlightenment Research reported no remaining Lockheed Martin position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 1,000 Lockheed Martin shares in Q3 2022, an estimated $430K.
Enlightenment Research first reported a position in Lockheed Martin in Q4 2018 and held it in 7 quarters.
Enlightenment Research's Lockheed Martin position peaked at $474K in Q2 2019.
2,130 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.