Epic Trust Investment Advisors’s Lockheed Martin LMT Stock Holding History

Epic Trust Investment 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
2024 Q2	$388K	Buy	830 +2	+0.2%	+$924	0.43%	59
2024 Q1	$377K	Hold	828	–	–	0.46%	56
2023 Q4	$375K	Sell	828 -425	-34%	-$188K	0.5%	51
2023 Q3	$513K	Sell	1,253 -3	-0.2%	-$1.33K	0.81%	36
2023 Q2	$578K	Sell	1,256 -162	-11%	-$75.2K	0.82%	32
2023 Q1	$671K	Buy	1,418 +244	+21%	+$114K	0.82%	31
2022 Q4	$571K	Sell	1,174 -412	-26%	-$191K	0.86%	32
2022 Q3	$613K	Buy	1,586 +156	+11%	+$65.1K	0.85%	29
2022 Q2	$615K	Buy	1,430 +172	+14%	+$75.5K	1.16%	29
2022 Q1	$556K	Buy	1,258 +396	+46%	+$161K	0.87%	28
2021 Q4	$306K	Buy	+862	New	+$298K	0.44%	56

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Epic Trust Investment Advisors's LMT Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Lockheed Martin (LMT) stake by 0.24% in Q2 2024, buying an estimated $924 and bringing the position to 830 shares worth $388K. The position accounts for 0.43% of the portfolio, ranked #59.

Epic Trust Investment Advisors first reported a position in LMT in Q4 2021 and has held it in 11 quarters since. The position peaked at $671K in Q1 2023. 2,428 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

Epic Trust Investment Advisors held 830 shares of Lockheed Martin worth $388K as of Q2 2024.
Epic Trust Investment Advisors bought 2 Lockheed Martin shares in Q2 2024, an estimated $924.
Lockheed Martin made up 0.43% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #59 holding.
Epic Trust Investment Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 11 quarters since.
Epic Trust Investment Advisors's Lockheed Martin position peaked at $671K in Q1 2023.
2,428 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.