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Horizon Family Wealth’s Lockheed Martin LMT Stock Holding History

Horizon Family Wealth’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
-538
Closed -$208K – 59
2022
Q3 		$208K Buy
538
+11
+2% +$4.59K 0.25% 51
2022
Q2 		$226K Buy
527
+23
+5% +$10.1K 0.26% 48
2022
Q1 		$222K Buy
+504
New +$204K 0.22% 58

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Horizon Family Wealth's LMT Position: Q4 2022 in Review

Horizon Family Wealth sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 538 shares — an estimated $208K sold.

Horizon Family Wealth first reported a position in LMT in Q1 2022 and held it in 3 quarters. The position peaked at $226K in Q2 2022. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Horizon Family Wealth reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • Horizon Family Wealth sold 538 Lockheed Martin shares in Q4 2022, an estimated $208K.
  • Horizon Family Wealth first reported a position in Lockheed Martin in Q1 2022 and held it in 3 quarters.
  • Horizon Family Wealth's Lockheed Martin position peaked at $226K in Q2 2022.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Horizon Family Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.