Highland Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Highland Private 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	–	Sell	-809	Closed	-$313K	–	89
2022 Q3	$313K	Sell	809 -36	-4%	-$15K	0.05%	125
2022 Q2	$363K	Buy	845 +81	+11%	+$35.6K	0.06%	106
2022 Q1	$337K	Buy	764 +41	+6%	+$16.6K	0.05%	122
2021 Q4	$256K	Buy	723 +49	+7%	+$16.9K	0.03%	158
2021 Q3	$233K	Sell	674 -73	-10%	-$26.4K	0.03%	160
2021 Q2	$282K	Buy	747 +25	+3%	+$9.61K	0.04%	134
2021 Q1	$267K	Buy	+722	New	+$248K	0.04%	126
2020 Q4	–	Sell	-728	Closed	-$279K	–	143
2020 Q3	$279K	Sell	728 -59	-7%	-$22.5K	0.05%	105
2020 Q2	$287K	Buy	787 +181	+30%	+$68.4K	0.06%	97
2020 Q1	$205K	Buy	+606	New	+$238K	0.06%	107
2019 Q4	–	Sell	-513	Closed	-$201K	–	134
2019 Q3	$201K	Buy	+513	New	+$193K	0.06%	117

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Highland Private Wealth Management's LMT Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 809 shares — an estimated $313K sold.

Highland Private Wealth Management first reported a position in LMT in Q3 2019 and held it in 11 quarters. The position peaked at $363K in Q2 2022. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

Highland Private Wealth Management reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 809 Lockheed Martin shares in Q4 2022, an estimated $313K.
Highland Private Wealth Management first reported a position in Lockheed Martin in Q3 2019 and held it in 11 quarters.
Highland Private Wealth Management's Lockheed Martin position peaked at $363K in Q2 2022.
2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.