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ERTS Wealth Advisors’s Lockheed Martin LMT Stock Holding History

ERTS Wealth 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 		– Sell
-621
Closed -$282K – 90
2024
Q1 		$282K Sell
621
-56
-8% -$24.5K 0.06% 77
2023
Q4 		$307K Buy
677
+3
+0.4% +$1.33K 0.07% 67
2023
Q3 		$276K Sell
674
-36
-5% -$16K 0.07% 66
2023
Q2 		$327K Buy
710
+21
+3% +$9.75K 0.08% 63
2023
Q1 		$326K Sell
689
-290
-30% -$136K 0.08% 66
2022
Q4 		$476K Sell
979
-24
-2% -$11.2K 0.12% 57
2022
Q3 		$387K Sell
1,003
-26
-3% -$10.9K 0.11% 57
2022
Q2 		$442K Sell
1,029
-2
-0.2% -$878 0.13% 56
2022
Q1 		$455K Sell
1,031
-17
-2% -$6.89K 0.13% 49
2021
Q4 		$370K Buy
1,048
+148
+16% +$51.2K 0.09% 60
2021
Q3 		$311K Buy
900
+116
+15% +$42K 0.08% 62
2021
Q2 		$297K Buy
784
+22
+3% +$8.46K 0.08% 67
2021
Q1 		$282K Buy
+762
New +$261K 0.08% 69
2019
Q1 		– Sell
-100
Closed -$26K – 215
2018
Q4 		$26K Buy
+100
New +$30.3K 0.02% 197

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ERTS Wealth Advisors's LMT Position: Q2 2024 in Review

ERTS Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 621 shares — an estimated $282K sold.

ERTS Wealth Advisors first reported a position in LMT in Q4 2018 and held it in 14 quarters. The position peaked at $476K in Q4 2022. 2,429 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • ERTS Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • ERTS Wealth Advisors sold 621 Lockheed Martin shares in Q2 2024, an estimated $282K.
  • ERTS Wealth Advisors first reported a position in Lockheed Martin in Q4 2018 and held it in 14 quarters.
  • ERTS Wealth Advisors's Lockheed Martin position peaked at $476K in Q4 2022.
  • 2,429 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on ERTS Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.