IMA Advisory Services’s Lockheed Martin LMT Stock Holding History

IMA Advisory 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
2023 Q4	–	Sell	-40	Closed	-$16.4K	–	182
2023 Q3	$16.4K	Hold	40	–	–	﹤0.01%	226
2023 Q2	$18.4K	Sell	40 -55	-58%	-$25.5K	﹤0.01%	224
2023 Q1	$44.9K	Hold	95	–	–	0.01%	179
2022 Q4	$46.2K	Buy	95 +16	+20%	+$7.43K	0.01%	185
2022 Q3	$31K	Buy	79 +1	+1%	+$418	0.01%	199
2022 Q2	$34K	Buy	78 +23	+42%	+$10.1K	0.01%	207
2022 Q1	$24K	Hold	55	–	–	0.01%	195
2021 Q4	$20K	Hold	55	–	–	﹤0.01%	217
2021 Q3	$19K	Hold	55	–	–	﹤0.01%	206
2021 Q2	$21K	Hold	55	–	–	﹤0.01%	194
2021 Q1	$20K	Hold	55	–	–	﹤0.01%	201
2020 Q4	$20K	Hold	55	–	–	0.01%	179
2020 Q3	$21K	Hold	55	–	–	0.01%	173
2020 Q2	$20K	Hold	55	–	–	0.01%	173
2020 Q1	$19K	Hold	55	–	–	0.01%	179
2019 Q4	$21K	Hold	55	–	–	0.01%	183
2019 Q3	$21K	Hold	55	–	–	0.01%	185
2019 Q2	$20K	Hold	55	–	–	0.01%	182
2019 Q1	$17K	Hold	55	–	–	0.01%	191
2018 Q4	$14K	Hold	55	–	–	0.01%	203
2018 Q3	$19K	Sell	55 -3	-5%	-$968	0.01%	190
2018 Q2	$17K	Buy	+58	New	+$18.7K	0.01%	230
2018 Q1	–	Sell	-2,096	Closed	-$673K	–	116
2017 Q4	$673K	Sell	2,096 -235	-10%	-$74.1K	0.3%	92
2017 Q3	$723K	Hold	2,331	–	–	0.34%	90
2017 Q2	$647K	Sell	2,331 -387	-14%	-$106K	0.31%	95
2017 Q1	$727K	Buy	2,718 +373	+16%	+$97.7K	0.37%	87
2016 Q4	$586K	Buy	+2,345	New	+$586K	0.36%	85

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IMA Advisory Services's LMT Position: Q4 2023 in Review

IMA Advisory Services sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 40 shares — an estimated $16.4K sold.

IMA Advisory Services first reported a position in LMT in Q4 2016 and held it in 27 quarters. The position peaked at $727K in Q1 2017. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

IMA Advisory Services reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 40 Lockheed Martin shares in Q4 2023, an estimated $16.4K.
IMA Advisory Services first reported a position in Lockheed Martin in Q4 2016 and held it in 27 quarters.
IMA Advisory Services's Lockheed Martin position peaked at $727K in Q1 2017.
2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.