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Harrison & Co Wealth Management’s Lockheed Martin LMT Stock Holding History

Harrison & Co Wealth Management’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
Q4 		$1.11M Sell
2,286
-51
-2% -$23.7K 1.08% 25
2022
Q3 		$903K Sell
2,337
-161
-6% -$67.2K 0.96% 28
2022
Q2 		$1.07M Buy
2,498
+52
+2% +$22.8K 1.02% 28
2022
Q1 		$1.08M Buy
2,446
+44
+2% +$17.8K 0.95% 28
2021
Q4 		$854K Buy
+2,402
New +$831K 0.72% 60

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harrison & Co Wealth Management's LMT Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Lockheed Martin (LMT) stake by 2.2% in Q4 2022, selling an estimated $23.7K and leaving 2,286 shares worth $1.11M. The position accounts for 1.08% of the portfolio, ranked #25.

Harrison & Co Wealth Management first reported a position in LMT in Q4 2021 and has held it in 5 quarters since. 2,316 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Harrison & Co Wealth Management held 2,286 shares of Lockheed Martin worth $1.11M as of Q4 2022.
  • Harrison & Co Wealth Management sold 51 Lockheed Martin shares in Q4 2022, an estimated $23.7K.
  • Lockheed Martin made up 1.08% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #25 holding.
  • Harrison & Co Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 5 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.