Intercontinental Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Intercontinental Wealth 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
2023 Q2	$410K	Buy	890 +15	+2%	+$6.96K	0.1%	213
2023 Q1	$414K	Sell	875 -4	-0.5%	-$1.88K	0.11%	217
2022 Q4	$428K	Buy	879 +7	+0.8%	+$3.25K	0.13%	185
2022 Q3	$337K	Hold	872	–	–	0.11%	209
2022 Q2	$375K	Buy	872 +84	+11%	+$36.9K	0.1%	195
2022 Q1	$348K	Sell	788 -145	-16%	-$58.8K	0.08%	220
2021 Q4	$332K	Buy	933 +71	+8%	+$24.6K	0.07%	232
2021 Q3	$297K	Sell	862 -74	-8%	-$26.8K	0.07%	233
2021 Q2	$354K	Buy	936 +51	+6%	+$19.6K	0.07%	219
2021 Q1	$327K	Buy	885 +302	+52%	+$104K	0.07%	202
2020 Q4	$207K	Buy	583 +34	+6%	+$12.5K	0.05%	242
2020 Q3	$210K	Buy	+549	New	+$210K	0.06%	188
2020 Q1	–	Sell	-391	Closed	-$170K	–	245
2019 Q4	$170K	Sell	391 -539	-58%	-$207K	0.14%	127
2019 Q3	$363K	Sell	930 -10	-1%	-$3.76K	0.22%	84
2019 Q2	$342K	Sell	940 -81	-8%	-$27.1K	0.18%	86
2019 Q1	$306K	Buy	1,021 +351	+52%	+$103K	0.15%	101
2018 Q4	$175K	Sell	670 -33	-5%	-$10K	0.1%	130
2018 Q3	$243K	Buy	+703	New	+$227K	0.12%	114

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Intercontinental Wealth Advisors's LMT Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Lockheed Martin (LMT) stake by 1.7% in Q2 2023, buying an estimated $6.96K and bringing the position to 890 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #213.

Intercontinental Wealth Advisors first reported a position in LMT in Q3 2018 and has held it in 18 quarters since. The position peaked at $428K in Q4 2022. 2,302 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Intercontinental Wealth Advisors held 890 shares of Lockheed Martin worth $410K as of Q2 2023.
Intercontinental Wealth Advisors bought 15 Lockheed Martin shares in Q2 2023, an estimated $6.96K.
Lockheed Martin made up 0.1% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #213 holding.
Intercontinental Wealth Advisors first reported a position in Lockheed Martin in Q3 2018 and has held it in 18 quarters since.
Intercontinental Wealth Advisors's Lockheed Martin position peaked at $428K in Q4 2022.
2,302 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.