First Capital Advisors Group’s Lockheed Martin LMT Stock Holding History

First Capital Advisors Group’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 Q2	$93.5K	Buy	+203	New	+$94.2K	0.05%	220
2022 Q3	–	Sell	-773	Closed	-$332K	–	237
2022 Q2	$332K	Buy	+773	New	+$339K	0.23%	105
2018 Q4	$308K	Sell	1,177 -27	-2%	-$8.19K	0.23%	92
2018 Q3	$417K	Buy	1,204 +69	+6%	+$22.3K	0.26%	87
2018 Q2	$335K	Sell	1,135 -9	-0.8%	-$2.9K	0.22%	97
2018 Q1	$387K	Sell	1,144 -424	-27%	-$144K	0.22%	85
2017 Q4	$503K	Sell	1,568 -132	-8%	-$41.6K	0.32%	84
2017 Q3	$528K	Sell	1,700 -742	-30%	-$221K	0.36%	79
2017 Q2	$678K	Sell	2,442 -385	-14%	-$106K	0.46%	63
2017 Q1	$757K	Buy	2,827 +1	+0%	+$262	0.57%	50
2016 Q4	$706K	Buy	+2,826	New	+$706K	0.65%	36

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

First Capital Advisors Group's LMT Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Lockheed Martin (LMT) in Q2 2023: 203 shares worth $93.5K. The stake represents 0.05% of the portfolio and ranks #220 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in LMT as recently as Q2 2022.

First Capital Advisors Group first reported a position in LMT in Q4 2016 and has held it in 11 quarters since. The position peaked at $757K in Q1 2017. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

First Capital Advisors Group held 203 shares of Lockheed Martin worth $93.5K as of Q2 2023.
Lockheed Martin was a new First Capital Advisors Group position in Q2 2023.
Lockheed Martin made up 0.05% of First Capital Advisors Group's portfolio in Q2 2023, its #220 holding.
First Capital Advisors Group first reported a position in Lockheed Martin in Q4 2016 and has held it in 11 quarters since.
First Capital Advisors Group's Lockheed Martin position peaked at $757K in Q1 2017.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.