EC
LMT icon

Estate Counselors’s Lockheed Martin LMT Stock Holding History

Estate Counselors’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
Q1 		– Sell
-2,852
Closed -$1.39M – 154
2022
Q4 		$1.39M Hold
2,852
– – 0.19% 73
2022
Q3 		$1.1M Buy
2,852
+5
+0.2% +$2.09K 0.17% 72
2022
Q2 		$1.22M Buy
+2,847
New +$1.25M 0.18% 63
2021
Q4 		– Sell
-3,725
Closed -$1.28M – 175
2021
Q3 		$1.28M Buy
3,725
+925
+33% +$335K 0.16% 78
2021
Q2 		$1.06M Buy
2,800
+55
+2% +$21.1K 0.14% 97
2021
Q1 		$1.01M Buy
+2,745
New +$942K 0.15% 98
2020
Q2 		– Sell
-1,170
Closed -$397K – 167
2020
Q1 		$397K Buy
+1,170
New +$460K 0.07% 98

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Estate Counselors's LMT Position: Q1 2023 in Review

Estate Counselors sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 2,852 shares — an estimated $1.39M sold.

Estate Counselors first reported a position in LMT in Q1 2020 and held it in 7 quarters. The position peaked at $1.39M in Q4 2022. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • Estate Counselors reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 2,852 Lockheed Martin shares in Q1 2023, an estimated $1.39M.
  • Estate Counselors first reported a position in Lockheed Martin in Q1 2020 and held it in 7 quarters.
  • Estate Counselors's Lockheed Martin position peaked at $1.39M in Q4 2022.
  • 2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.