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H.L. Ormond & Company’s Lockheed Martin LMT Stock Holding History

H.L. Ormond & Company’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
Q3 		$843K Buy
2,180
+130
+6% +$54.3K 1.35% 25
2022
Q2 		$881K Sell
2,050
-229
-10% -$101K 1.43% 22
2022
Q1 		$1M Sell
2,279
-15
-0.7% -$6.08K 1.23% 31
2021
Q4 		$908K Buy
+2,294
New +$793K 1.06% 39

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

H.L. Ormond & Company's LMT Position: Q3 2022 in Review

H.L. Ormond & Company increased its Lockheed Martin (LMT) stake by 6.3% in Q3 2022, buying an estimated $54.3K and bringing the position to 2,180 shares worth $843K. The position accounts for 1.35% of the portfolio, ranked #25.

H.L. Ormond & Company first reported a position in LMT in Q4 2021 and has held it in 4 quarters since. The position peaked at $1M in Q1 2022. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

  • H.L. Ormond & Company held 2,180 shares of Lockheed Martin worth $843K as of Q3 2022.
  • H.L. Ormond & Company bought 130 Lockheed Martin shares in Q3 2022, an estimated $54.3K.
  • Lockheed Martin made up 1.35% of H.L. Ormond & Company's portfolio in Q3 2022, its #25 holding.
  • H.L. Ormond & Company first reported a position in Lockheed Martin in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Lockheed Martin position peaked at $1M in Q1 2022.
  • 2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.