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IPG Investment Advisors’s Lockheed Martin LMT Stock Holding History

IPG Investment 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
Q3 		– Sell
-557
Closed -$256K – 171
2023
Q2 		$256K Buy
557
+5
+0.9% +$2.32K 0.06% 141
2023
Q1 		$261K Sell
552
-45
-8% -$21.1K 0.06% 130
2022
Q4 		$290K Buy
597
+45
+8% +$20.9K 0.08% 102
2022
Q3 		$213K Hold
552
– – 0.06% 113
2022
Q2 		$237K Sell
552
-605
-52% -$266K 0.06% 128
2022
Q1 		$511K Buy
1,157
+106
+10% +$43K 0.1% 93
2021
Q4 		$374K Buy
+1,051
New +$364K 0.07% 130
2021
Q2 		– Sell
-2,406
Closed -$889K – 192
2021
Q1 		$889K Sell
2,406
-73
-3% -$25K 0.17% 89
2020
Q4 		$880K Sell
2,479
-73
-3% -$26.8K 0.2% 67
2020
Q3 		$978K Sell
2,552
-40
-2% -$15.3K 0.28% 56
2020
Q2 		$946K Hold
2,592
– – 0.32% 47
2020
Q1 		$879K Buy
2,592
+15
+0.6% +$5.9K 0.37% 49
2019
Q4 		$1M Sell
2,577
-1,331
-34% -$511K 0.32% 51
2019
Q3 		$1.52M Sell
3,908
-124
-3% -$46.6K 0.53% 42
2019
Q2 		$1.47M Sell
4,032
-32
-0.8% -$10.7K 0.53% 40
2019
Q1 		$1.22M Hold
4,064
– – 0.42% 42
2018
Q4 		$1.06M Hold
4,064
– – 0.41% 40
2018
Q3 		$1.41M Sell
4,064
-280
-6% -$90.3K 0.45% 35
2018
Q2 		$1.28M Hold
4,344
– – 0.45% 36
2018
Q1 		$1.47M Sell
4,344
-360
-8% -$123K 0.48% 34
2017
Q4 		$1.51M Sell
4,704
-173
-4% -$54.5K 0.63% 31
2017
Q3 		$1.51M Sell
4,877
-117
-2% -$34.9K 0.52% 33
2017
Q2 		$1.39M Sell
4,994
-386
-7% -$106K 0.56% 31
2017
Q1 		$1.44M Buy
5,380
+33
+0.6% +$8.64K 0.65% 27
2016
Q4 		$1.34M Buy
+5,347
New +$1.34M 0.54% 37

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 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

IPG Investment Advisors's LMT Position: Q3 2023 in Review

IPG Investment Advisors sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 557 shares — an estimated $256K sold.

IPG Investment Advisors first reported a position in LMT in Q4 2016 and held it in 25 quarters. The position peaked at $1.52M in Q3 2019. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • IPG Investment Advisors reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
  • IPG Investment Advisors sold 557 Lockheed Martin shares in Q3 2023, an estimated $256K.
  • IPG Investment Advisors first reported a position in Lockheed Martin in Q4 2016 and held it in 25 quarters.
  • IPG Investment Advisors's Lockheed Martin position peaked at $1.52M in Q3 2019.
  • 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on IPG Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.