J.W. Coons Advisors’s Lockheed Martin LMT Stock Holding History

J.W. Coons 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
2022 Q1	–	Sell	-792	Closed	-$282K	–	274
2021 Q4	$282K	Hold	792	–	–	0.09%	200
2021 Q3	$274K	Hold	792	–	–	0.09%	190
2021 Q2	$300K	Sell	792 -18	-2%	-$6.92K	0.11%	174
2021 Q1	$300K	Hold	810	–	–	0.11%	173
2020 Q4	$286K	Buy	810 +232	+40%	+$85.3K	0.11%	168
2020 Q3	$221K	Sell	578 -51	-8%	-$19.5K	0.09%	182
2020 Q2	$229K	Hold	629	–	–	0.1%	172
2020 Q1	$213K	Buy	+629	New	+$247K	0.11%	172

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

J.W. Coons Advisors's LMT Position: Q1 2022 in Review

J.W. Coons Advisors sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 792 shares — an estimated $282K sold.

J.W. Coons Advisors first reported a position in LMT in Q1 2020 and held it in 8 quarters. The position peaked at $300K in Q2 2021. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

J.W. Coons Advisors reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
J.W. Coons Advisors sold 792 Lockheed Martin shares in Q1 2022, an estimated $282K.
J.W. Coons Advisors first reported a position in Lockheed Martin in Q1 2020 and held it in 8 quarters.
J.W. Coons Advisors's Lockheed Martin position peaked at $300K in Q2 2021.
2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on J.W. Coons Advisors's 13F filing for Q1 2022, filed 13 May 2022.