Heritage Wealth Management (Arizona)’s Lockheed Martin LMT Stock Holding History

Heritage Wealth Management (Arizona)’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	$88.5K	Buy	182 +115	+172%	+$53.4K	0.01%	429
2022 Q3	$26K	Sell	67 -30	-31%	-$12.5K	0.01%	487
2022 Q2	$41.7K	Sell	97 -514	-84%	-$226K	0.01%	450
2022 Q1	$270K	Buy	+611	New	+$248K	0.07%	212
2021 Q3	$214K	Sell	620 -1,384	-69%	-$501K	0.08%	206
2021 Q2	$758K	Sell	2,004 -847	-30%	-$326K	0.29%	74
2021 Q1	$1.05M	Buy	+2,851	New	+$978K	0.59%	42

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LMT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Lockheed Martin (LMT) stake by 172% in Q4 2022, buying an estimated $53.4K and bringing the position to 182 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #429.

Heritage Wealth Management (Arizona) first reported a position in LMT in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2021. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

Heritage Wealth Management (Arizona) held 182 shares of Lockheed Martin worth $88.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 115 Lockheed Martin shares in Q4 2022, an estimated $53.4K.
Lockheed Martin made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #429 holding.
Heritage Wealth Management (Arizona) first reported a position in Lockheed Martin in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Lockheed Martin position peaked at $1.05M in Q1 2021.
2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.