IVC Wealth Advisors’s Lockheed Martin LMT Stock Holding History

IVC 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	–	Sell	-429	Closed	-$203K	–	164
2023 Q1	$203K	Sell	429 -15	-3%	-$7.03K	0.14%	140
2022 Q4	$216K	Buy	+444	New	+$206K	0.16%	137
2022 Q2	–	Sell	-540	Closed	-$238K	–	144
2022 Q1	$238K	Sell	540 -247	-31%	-$100K	0.16%	133
2021 Q4	$280K	Sell	787 -45	-5%	-$15.6K	0.18%	115
2021 Q3	$287K	Buy	832 +46	+6%	+$16.6K	0.2%	109
2021 Q2	$297K	Buy	786 +31	+4%	+$11.9K	0.21%	109
2021 Q1	$279K	Buy	+755	New	+$259K	0.22%	100

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

IVC Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 429 shares — an estimated $203K sold.

IVC Wealth Advisors first reported a position in LMT in Q1 2021 and held it in 7 quarters. The position peaked at $297K in Q2 2021. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

IVC Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
IVC Wealth Advisors sold 429 Lockheed Martin shares in Q2 2023, an estimated $203K.
IVC Wealth Advisors first reported a position in Lockheed Martin in Q1 2021 and held it in 7 quarters.
IVC Wealth Advisors's Lockheed Martin position peaked at $297K in Q2 2021.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

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