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Heritage Financial Services’s Lockheed Martin LMT Stock Holding History

Heritage Financial Services’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 		– Sell
-281
Closed -$120K – 290
2022
Q2 		$120K Buy
+281
New +$123K 0.07% 101

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

Heritage Financial Services's LMT Position: Q3 2022 in Review

Heritage Financial Services sold out of Lockheed Martin (LMT) in Q3 2022, closing a stake of 281 shares — an estimated $120K sold.

Heritage Financial Services first reported a position in LMT in Q2 2022 and held it in 1 quarter. The position peaked at $120K in Q2 2022. 2,130 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

  • Heritage Financial Services reported no remaining Lockheed Martin position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 281 Lockheed Martin shares in Q3 2022, an estimated $120K.
  • Heritage Financial Services first reported a position in Lockheed Martin in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Lockheed Martin position peaked at $120K in Q2 2022.
  • 2,130 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.