First National Bank of South Miami’s Lockheed Martin LMT Stock Holding History

First National Bank of South Miami’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	$265K	Sell	576 -76	-12%	-$35.3K	0.21%	90
2023 Q1	$308K	Buy	652 +8	+1%	+$3.75K	0.25%	87
2022 Q4	$314K	Hold	644	–	–	0.23%	93
2022 Q3	$249K	Sell	644 -65	-9%	-$27.1K	0.19%	100
2022 Q2	$305K	Buy	709 +69	+11%	+$30.3K	0.21%	99
2022 Q1	$282K	Buy	640 +53	+9%	+$21.5K	0.17%	106
2021 Q4	$209K	Buy	587 +70	+14%	+$24.2K	0.13%	128
2021 Q3	$179K	Buy	517 +20	+4%	+$7.24K	0.12%	133
2021 Q2	$188K	Buy	497 +104	+26%	+$40K	0.13%	125
2021 Q1	$145K	Sell	393 -501	-56%	-$172K	0.11%	134
2020 Q4	$317K	Buy	894 +89	+11%	+$32.7K	0.27%	83
2020 Q3	$308K	Buy	805 +100	+14%	+$38.2K	0.29%	78
2020 Q2	$257K	Buy	705 +3	+0.4%	+$1.13K	0.28%	82
2020 Q1	$238K	Sell	702 -5	-0.7%	-$1.97K	0.3%	76
2019 Q4	$275K	Hold	707	–	–	0.27%	84
2019 Q3	$271K	Hold	707	–	–	0.26%	86
2019 Q2	$256K	Sell	707 -19	-3%	-$6.36K	0.24%	91
2019 Q1	$218K	Hold	726	–	–	0.21%	98
2018 Q4	$210K	Buy	+726	New	+$220K	0.21%	102

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 National Bank of South Miami's LMT Position: Q2 2023 in Review

First National Bank of South Miami reduced its Lockheed Martin (LMT) stake by 12% in Q2 2023, selling an estimated $35.3K and leaving 576 shares worth $265K. The position accounts for 0.21% of the portfolio, ranked #90.

First National Bank of South Miami first reported a position in LMT in Q4 2018 and has held it in 19 quarters since. The position peaked at $317K in Q4 2020. 2,303 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

First National Bank of South Miami held 576 shares of Lockheed Martin worth $265K as of Q2 2023.
First National Bank of South Miami sold 76 Lockheed Martin shares in Q2 2023, an estimated $35.3K.
Lockheed Martin made up 0.21% of First National Bank of South Miami's portfolio in Q2 2023, its #90 holding.
First National Bank of South Miami first reported a position in Lockheed Martin in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Lockheed Martin position peaked at $317K in Q4 2020.
2,303 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.