Financial Partners Capital Management’s Lockheed Martin LMT Stock Holding History

Financial Partners Capital 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
2022 Q4	$5.77M	Buy	11,864 +423	+4%	+$197K	1.28%	27
2022 Q3	$4.42M	Buy	11,441 +377	+3%	+$157K	1.05%	33
2022 Q2	$4.76M	Buy	11,064 +359	+3%	+$158K	1.02%	34
2022 Q1	$4.73M	Buy	10,705 +388	+4%	+$157K	0.88%	38
2021 Q4	$3.67M	Buy	10,317 +463	+5%	+$160K	0.65%	44
2021 Q3	$3.4M	Buy	9,854 +1,632	+20%	+$591K	0.62%	41
2021 Q2	$3.11M	Buy	8,222 +2,375	+41%	+$913K	0.57%	41
2021 Q1	$2.16M	Buy	+5,847	New	+$2.01M	0.44%	49
2016 Q2	–	Sell	-4,171	Closed	-$924K	–	103
2016 Q1	$924K	Hold	4,171	–	–	0.23%	66
2015 Q4	$906K	Hold	4,171	–	–	0.22%	74
2015 Q3	$865K	Sell	4,171 -985	-19%	-$200K	0.22%	77
2015 Q2	$959K	Hold	5,156	–	–	0.24%	75
2015 Q1	$1.05M	Hold	5,156	–	–	0.26%	69
2014 Q4	$993K	Buy	5,156 +13	+0.3%	+$2.41K	0.27%	72
2014 Q3	$940K	Buy	+5,143	New	+$875K	0.27%	68

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Partners Capital Management's LMT Position: Q4 2022 in Review

Financial Partners Capital Management increased its Lockheed Martin (LMT) stake by 3.7% in Q4 2022, buying an estimated $197K and bringing the position to 11,864 shares worth $5.77M. The position accounts for 1.28% of the portfolio, ranked #27.

Financial Partners Capital Management first reported a position in LMT in Q3 2014 and has held it in 15 quarters since. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

Financial Partners Capital Management held 11,864 shares of Lockheed Martin worth $5.77M as of Q4 2022.
Financial Partners Capital Management bought 423 Lockheed Martin shares in Q4 2022, an estimated $197K.
Lockheed Martin made up 1.28% of Financial Partners Capital Management's portfolio in Q4 2022, its #27 holding.
Financial Partners Capital Management first reported a position in Lockheed Martin in Q3 2014 and has held it in 15 quarters since.
2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.