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Goodwin Investment Advisory’s Lockheed Martin LMT Stock Holding History

Goodwin Investment Advisory’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
2024
Q2 		– Sell
-447
Closed -$203K – 45
2024
Q1 		$203K Buy
+447
New +$196K 0.1% 32
2023
Q1 		– Sell
-321
Closed -$156K – 157
2022
Q4 		$156K Buy
321
+2
+0.6% +$929 0.11% 50
2022
Q3 		$123K Buy
+319
New +$133K 0.09% 56

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goodwin Investment Advisory's LMT Position: Q2 2024 in Review

Goodwin Investment Advisory sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 447 shares — an estimated $203K sold.

Goodwin Investment Advisory first reported a position in LMT in Q3 2022 and held it in 3 quarters. The position peaked at $203K in Q1 2024. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • Goodwin Investment Advisory reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 447 Lockheed Martin shares in Q2 2024, an estimated $203K.
  • Goodwin Investment Advisory first reported a position in Lockheed Martin in Q3 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Lockheed Martin position peaked at $203K in Q1 2024.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on Goodwin Investment Advisory's 13F filing for Q2 2024, filed 1 Aug 2024.