JCA
LMT icon

Jade Capital Advisors’s Lockheed Martin LMT Stock Holding History

Jade Capital 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
Q4 		– Sell
-2,000
Closed -$773K – 54
2022
Q3 		$773K Buy
+2,000
New +$835K 3.99% 11
2020
Q2 		– Sell
-12,750
Closed -$4.32M – 79
2020
Q1 		$4.32M Buy
+12,750
New +$5.01M 5.45% 3

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jade Capital Advisors's LMT Position: Q4 2022 in Review

Jade Capital Advisors sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 2,000 shares — an estimated $773K sold.

Jade Capital Advisors first reported a position in LMT in Q1 2020 and held it in 2 quarters. The position peaked at $4.32M in Q1 2020. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Jade Capital Advisors reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • Jade Capital Advisors sold 2,000 Lockheed Martin shares in Q4 2022, an estimated $773K.
  • Jade Capital Advisors first reported a position in Lockheed Martin in Q1 2020 and held it in 2 quarters.
  • Jade Capital Advisors's Lockheed Martin position peaked at $4.32M in Q1 2020.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Jade Capital Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.