First Command Bank’s Lockheed Martin LMT Stock Holding History

First Command Bank’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	$2.03M	Sell	4,409 -28	-0.6%	-$13K	0.19%	37
2023 Q1	$2.1M	Sell	4,437 -277	-6%	-$130K	0.21%	31
2022 Q4	$2.29M	Sell	4,714 -336	-7%	-$156K	0.29%	26
2022 Q3	$1.95M	Sell	5,050 -2,035	-29%	-$850K	0.28%	24
2022 Q2	$3.05M	Buy	7,085 +3,824	+117%	+$1.68M	0.44%	17
2022 Q1	$1.44M	Buy	3,261 +191	+6%	+$77.4K	0.2%	31
2021 Q4	$1.06M	Hold	3,070	–	–	0.18%	46
2021 Q3	$1.06M	Sell	3,070 -163	-5%	-$59K	0.18%	46
2021 Q2	$1.22M	Sell	3,233 -117	-3%	-$45K	0.14%	39
2021 Q1	$1.24M	Sell	3,350 -938	-22%	-$322K	0.27%	35
2020 Q4	$1.52M	Sell	4,288 -61	-1%	-$22.4K	0.37%	27
2020 Q3	$1.67M	Sell	4,349 -26	-0.6%	-$9.92K	0.47%	22
2020 Q2	$1.6M	Sell	4,375 -405	-8%	-$153K	0.51%	22
2020 Q1	$1.62M	Sell	4,780 -175	-4%	-$68.8K	0.88%	21
2019 Q4	$1.93M	Buy	4,955 +243	+5%	+$93.3K	0.91%	21
2019 Q3	$1.84M	Hold	4,712	–	–	0.93%	22
2019 Q2	$1.71M	Sell	4,712 -63	-1%	-$21.1K	0.86%	22
2019 Q1	$1.43M	Sell	4,775 -50	-1%	-$14.7K	0.71%	23
2018 Q4	$1.26M	Sell	4,825 -5,399	-53%	-$1.64M	0.65%	25
2018 Q3	$3.54M	Buy	10,224 +3,307	+48%	+$1.07M	0.99%	21
2018 Q2	$2.04M	Buy	6,917 +2,652	+62%	+$855K	0.6%	24
2018 Q1	$1.44M	Sell	4,265 -474	-10%	-$161K	0.78%	19
2017 Q4	$1.52M	Sell	4,739 -300	-6%	-$94.6K	0.85%	21
2017 Q3	$1.56M	Buy	5,039 +153	+3%	+$45.7K	0.97%	19
2017 Q2	$1.36M	Sell	4,886 -1,393	-22%	-$383K	0.89%	22
2017 Q1	$1.68M	Buy	6,279 +2,922	+87%	+$765K	1.18%	18
2016 Q4	$839K	Buy	+3,357	New	+$839K	0.67%	27

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 Command Bank's LMT Position: Q2 2023 in Review

First Command Bank reduced its Lockheed Martin (LMT) stake by 0.63% in Q2 2023, selling an estimated $13K and leaving 4,409 shares worth $2.03M. The position accounts for 0.19% of the portfolio, ranked #37.

First Command Bank first reported a position in LMT in Q4 2016 and has held it in 27 quarters since. The position peaked at $3.54M in Q3 2018. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

First Command Bank held 4,409 shares of Lockheed Martin worth $2.03M as of Q2 2023.
First Command Bank sold 28 Lockheed Martin shares in Q2 2023, an estimated $13K.
Lockheed Martin made up 0.19% of First Command Bank's portfolio in Q2 2023, its #37 holding.
First Command Bank first reported a position in Lockheed Martin in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Lockheed Martin position peaked at $3.54M in Q3 2018.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.