Independent Solutions Wealth Management’s Lockheed Martin LMT Stock Holding History

Independent Solutions 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
2023 Q4	–	Sell	-920	Closed	-$376K	–	189
2023 Q3	$376K	Sell	920 -35	-4%	-$15.5K	0.1%	146
2023 Q2	$440K	Sell	955 -83	-8%	-$38.5K	0.11%	140
2023 Q1	$491K	Sell	1,038 -279	-21%	-$131K	0.14%	120
2022 Q4	$641K	Sell	1,317 -83	-6%	-$38.6K	0.2%	103
2022 Q3	$541K	Buy	1,400 +157	+13%	+$65.6K	0.18%	109
2022 Q2	$534K	Buy	1,243 +556	+81%	+$244K	0.17%	112
2022 Q1	$303K	Buy	687 +90	+15%	+$36.5K	0.07%	171
2021 Q4	$212K	Sell	597 -811	-58%	-$280K	0.05%	218
2021 Q3	$486K	Sell	1,408 -353	-20%	-$128K	0.12%	135
2021 Q2	$666K	Buy	+1,761	New	+$677K	0.16%	117

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

Independent Solutions Wealth Management's LMT Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 920 shares — an estimated $376K sold.

Independent Solutions Wealth Management first reported a position in LMT in Q2 2021 and held it in 10 quarters. The position peaked at $666K in Q2 2021. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

Independent Solutions Wealth Management reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 920 Lockheed Martin shares in Q4 2023, an estimated $376K.
Independent Solutions Wealth Management first reported a position in Lockheed Martin in Q2 2021 and held it in 10 quarters.
Independent Solutions Wealth Management's Lockheed Martin position peaked at $666K in Q2 2021.
2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.