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IRON Financial’s Lockheed Martin LMT Stock Holding History

IRON Financial’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
Q1 		– Sell
-1,994
Closed -$970K – 105
2022
Q4 		$970K Sell
1,994
-166
-8% -$77.1K 0.56% 40
2022
Q3 		$834K Buy
2,160
+449
+26% +$187K 0.46% 41
2022
Q2 		$735K Buy
1,711
+90
+6% +$39.5K 0.38% 45
2022
Q1 		$716K Sell
1,621
-201
-11% -$81.5K 0.33% 46
2021
Q4 		$648K Buy
1,822
+32
+2% +$11.1K 0.29% 44
2021
Q3 		$618K Buy
1,790
+373
+26% +$135K 0.3% 41
2021
Q2 		$536K Buy
1,417
+329
+30% +$126K 0.25% 51
2021
Q1 		$402K Buy
+1,088
New +$373K 0.21% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IRON Financial's LMT Position: Q1 2023 in Review

IRON Financial sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 1,994 shares — an estimated $970K sold.

IRON Financial first reported a position in LMT in Q1 2021 and held it in 8 quarters. The position peaked at $970K in Q4 2022. 2,279 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • IRON Financial reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
  • IRON Financial sold 1,994 Lockheed Martin shares in Q1 2023, an estimated $970K.
  • IRON Financial first reported a position in Lockheed Martin in Q1 2021 and held it in 8 quarters.
  • IRON Financial's Lockheed Martin position peaked at $970K in Q4 2022.
  • 2,279 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.