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Industrial Alliance Investment Management’s Lockheed Martin LMT Stock Holding History

Industrial Alliance Investment 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
Q3 		– Sell
-710
Closed -$327K – 98
2023
Q2 		$327K Sell
710
-18,284
-96% -$8.49M 0.17% 52
2023
Q1 		$8.98M Sell
18,994
-3,206
-14% -$1.5M 0.25% 83
2022
Q4 		$10.8M Buy
22,200
+842
+4% +$391K 0.3% 82
2022
Q3 		$8.25M Sell
21,358
-16,722
-44% -$6.98M 0.24% 99
2022
Q2 		$16.4M Sell
38,080
-1,927
-5% -$846K 0.47% 55
2022
Q1 		$17.7M Buy
40,007
+21,207
+113% +$8.6M 0.42% 59
2021
Q4 		$6.68M Buy
+18,800
New +$6.5M 0.15% 134

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Industrial Alliance Investment Management's LMT Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 710 shares — an estimated $327K sold.

Industrial Alliance Investment Management first reported a position in LMT in Q4 2021 and held it in 7 quarters. The position peaked at $17.7M in Q1 2022. 2,264 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 710 Lockheed Martin shares in Q3 2023, an estimated $327K.
  • Industrial Alliance Investment Management first reported a position in Lockheed Martin in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Lockheed Martin position peaked at $17.7M in Q1 2022.
  • 2,264 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.