Intersect Capital’s Lockheed Martin LMT Stock Holding History

Intersect Capital’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 Q2	$1.93M	Buy	4,477 +151	+3%	+$66.3K	0.58%	34
2022 Q1	$1.91M	Buy	4,326 +426	+11%	+$173K	0.37%	55
2021 Q4	$1.39M	Buy	3,900 +16	+0.4%	+$5.53K	0.26%	78
2021 Q3	$1.34M	Buy	3,884 +53	+1%	+$19.2K	0.23%	82
2021 Q2	$1.45M	Buy	3,831 +42	+1%	+$16.1K	0.26%	77
2021 Q1	$1.4M	Buy	3,789 +290	+8%	+$99.5K	0.28%	68
2020 Q4	$1.24M	Sell	3,499 -79	-2%	-$29K	0.27%	69
2020 Q3	$1.37M	Sell	3,578 -110	-3%	-$42K	0.37%	57
2020 Q2	$1.35M	Sell	3,688 -51	-1%	-$19.3K	0.43%	50
2020 Q1	$1.27M	Buy	3,739 +537	+17%	+$211K	0.5%	43
2019 Q4	$1.25M	Sell	3,202 -1,268	-28%	-$487K	0.42%	51
2019 Q3	$1.74M	Buy	4,470 +1,386	+45%	+$521K	0.65%	32
2019 Q2	$1.12M	Buy	+3,084	New	+$1.03M	0.43%	51
2015 Q2	–	Sell	-31	Closed	-$6K	–	249
2015 Q1	$6K	Hold	31	–	–	﹤0.01%	360
2014 Q4	$6K	Buy	+31	New	+$5.75K	0.01%	378

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Intersect Capital's LMT Position: Q2 2022 in Review

Intersect Capital increased its Lockheed Martin (LMT) stake by 3.5% in Q2 2022, buying an estimated $66.3K and bringing the position to 4,477 shares worth $1.93M. The position accounts for 0.58% of the portfolio, ranked #34.

Intersect Capital first reported a position in LMT in Q4 2014 and has held it in 15 quarters since. 2,180 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Intersect Capital held 4,477 shares of Lockheed Martin worth $1.93M as of Q2 2022.
Intersect Capital bought 151 Lockheed Martin shares in Q2 2022, an estimated $66.3K.
Lockheed Martin made up 0.58% of Intersect Capital's portfolio in Q2 2022, its #34 holding.
Intersect Capital first reported a position in Lockheed Martin in Q4 2014 and has held it in 15 quarters since.
2,180 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.