IndexIQ Advisors’s Lockheed Martin LMT Stock Holding History

IndexIQ Advisors’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 Q1	$3.46M	Sell	7,847 -61	-0.8%	-$24.7K	0.12%	172
2021 Q4	$2.81M	Buy	7,908 +200	+3%	+$69.2K	0.09%	196
2021 Q3	$2.66M	Sell	7,708 -116	-1%	-$42K	0.09%	203
2021 Q2	$2.96M	Sell	7,824 -127	-2%	-$48.8K	0.1%	188
2021 Q1	$2.94M	Buy	+7,951	New	+$2.73M	0.1%	180
2019 Q1	–	Sell	-20,617	Closed	-$5.4M	–	642
2018 Q4	$5.4M	Buy	20,617 +7,418	+56%	+$2.25M	0.15%	120
2018 Q3	$4.57M	Sell	13,199 -5,936	-31%	-$1.92M	0.15%	109
2018 Q2	$5.65M	Buy	19,135 +6,324	+49%	+$2.04M	0.17%	135
2018 Q1	$4.33M	Buy	+12,811	New	+$4.36M	0.14%	147

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

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

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

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

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

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

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

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

IndexIQ Advisors's LMT Position: Q1 2022 in Review

IndexIQ Advisors reduced its Lockheed Martin (LMT) stake by 0.77% in Q1 2022, selling an estimated $24.7K and leaving 7,847 shares worth $3.46M. The position accounts for 0.12% of the portfolio, ranked #172.

IndexIQ Advisors first reported a position in LMT in Q1 2018 and has held it in 9 quarters since. The position peaked at $5.65M in Q2 2018. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

IndexIQ Advisors held 7,847 shares of Lockheed Martin worth $3.46M as of Q1 2022.
IndexIQ Advisors sold 61 Lockheed Martin shares in Q1 2022, an estimated $24.7K.
Lockheed Martin made up 0.12% of IndexIQ Advisors's portfolio in Q1 2022, its #172 holding.
IndexIQ Advisors first reported a position in Lockheed Martin in Q1 2018 and has held it in 9 quarters since.
IndexIQ Advisors's Lockheed Martin position peaked at $5.65M in Q2 2018.
2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.