Hudson Value Partners’s Lockheed Martin LMT Stock Holding History

Hudson Value Partners’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
2023 Q3	–	Sell	-722	Closed	-$332K	–	103
2023 Q2	$332K	Hold	722	–	–	0.17%	89
2023 Q1	$341K	Hold	722	–	–	0.19%	83
2022 Q4	$351K	Sell	722 -24	-3%	-$11.2K	0.22%	85
2022 Q3	$288K	Hold	746	–	–	0.19%	88
2022 Q2	$321K	Sell	746 -52	-7%	-$22.8K	0.2%	85
2022 Q1	$352K	Buy	798 +2	+0.3%	+$811	0.18%	96
2021 Q4	$283K	Hold	796	–	–	0.14%	104
2021 Q3	$275K	Hold	796	–	–	0.15%	103
2021 Q2	$301K	Hold	796	–	–	0.17%	100
2021 Q1	$294K	Buy	796 +50	+7%	+$17.2K	0.18%	94
2020 Q4	$264K	Buy	+746	New	+$274K	0.18%	98

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hudson Value Partners's LMT Position: Q3 2023 in Review

Hudson Value Partners sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 722 shares — an estimated $332K sold.

Hudson Value Partners first reported a position in LMT in Q4 2020 and held it in 11 quarters. The position peaked at $352K in Q1 2022. 2,263 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

Hudson Value Partners reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
Hudson Value Partners sold 722 Lockheed Martin shares in Q3 2023, an estimated $332K.
Hudson Value Partners first reported a position in Lockheed Martin in Q4 2020 and held it in 11 quarters.
Hudson Value Partners's Lockheed Martin position peaked at $352K in Q1 2022.
2,263 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Hudson Value Partners's 13F filing for Q3 2023, filed 2 Nov 2023.