JP Morgan Private Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $154M | Sell |
375,715
-34,655
| -8% | -$15.4M | 0.44% | 56 |
|
|
2023
Q2 | $189M | Sell |
410,370
-91,569
| -18% | -$42.5M | 0.98% | 21 |
|
|
2023
Q1 | $237M | Sell |
501,939
-18,896
| -4% | -$8.86M | 0.5% | 45 |
|
|
2022
Q4 | $253M | Sell |
520,835
-5,438
| -1% | -$2.53M | 0.57% | 37 |
|
|
2022
Q3 | $203M | Buy |
526,273
+14,130
| +3% | +$5.9M | 0.53% | 48 |
|
|
2022
Q2 | $220M | Buy |
512,143
+16,629
| +3% | +$7.3M | 0.56% | 39 |
|
|
2022
Q1 | $219M | Buy |
495,514
+7,878
| +2% | +$3.19M | 0.47% | 52 |
|
|
2021
Q4 | $173M | Sell |
487,636
-21,000
| -4% | -$7.26M | 0.37% | 69 |
|
|
2021
Q3 | $176M | Buy |
508,636
+37,256
| +8% | +$13.5M | 0.43% | 56 |
|
|
2021
Q2 | $178M | Buy |
471,380
+94,797
| +25% | +$36.4M | 0.46% | 48 |
|
|
2021
Q1 | $139M | Sell |
376,583
-71,643
| -16% | -$24.6M | 0.45% | 55 |
|
|
2020
Q4 | $159M | Buy |
448,226
+26,627
| +6% | +$9.79M | 0.52% | 46 |
|
|
2020
Q3 | $162M | Buy |
421,599
+65,477
| +18% | +$25M | 0.63% | 32 |
|
|
2020
Q2 | $130M | Buy |
356,122
+15,791
| +5% | +$5.96M | 0.59% | 35 |
|
|
2020
Q1 | $115M | Buy |
340,331
+50,982
| +18% | +$20.1M | 0.65% | 35 |
|
|
2019
Q4 | $113M | Buy |
289,349
+27,835
| +11% | +$10.7M | 0.51% | 47 |
|
|
2019
Q3 | $102M | Buy |
261,514
+16,616
| +7% | +$6.25M | 0.53% | 48 |
|
|
2019
Q2 | $89M | Buy |
244,898
+77
| +0% | +$25.8K | 0.49% | 49 |
|
|
2019
Q1 | $73.5M | Buy |
244,821
+20,882
| +9% | +$6.12M | 0.38% | 66 |
|
|
2018
Q4 | $58.6M | Sell |
223,939
-504
| -0.2% | -$153K | 0.36% | 71 |
|
|
2018
Q3 | $77.6M | Buy |
224,443
+3,892
| +2% | +$1.26M | 0.38% | 62 |
|
|
2018
Q2 | $65.2M | Buy |
220,551
+30,877
| +16% | +$9.96M | 0.37% | 68 |
|
|
2018
Q1 | $64.1M | Sell |
189,674
-3,885
| -2% | -$1.32M | 0.43% | 56 |
|
|
2017
Q4 | $62.1M | Buy |
193,559
+4,297
| +2% | +$1.35M | 0.41% | 62 |
|
|
2017
Q3 | $58.7M | Sell |
189,262
-15,168
| -7% | -$4.53M | 0.42% | 65 |
|
|
2017
Q2 | $56.8M | Sell |
204,430
-746
| -0.4% | -$205K | 0.43% | 63 |
|
|
2017
Q1 | $54.9M | Buy |
205,176
+8,154
| +4% | +$2.14M | 0.43% | 62 |
|
|
2016
Q4 | $49.2M | Sell |
197,022
-7,114
| -3% | -$1.78M | 0.43% | 66 |
|
|
2016
Q3 | $48.9M | Buy |
204,136
+1,830
| +0.9% | +$458K | 0.46% | 60 |
|
|
2016
Q2 | $50.2M | Buy |
202,306
+23,087
| +13% | +$5.44M | 0.49% | 58 |
|
|
2016
Q1 | $39.7M | Buy |
179,219
+20,334
| +13% | +$4.37M | 0.38% | 70 |
|
|
2015
Q4 | $34.5M | Buy |
158,885
+8,281
| +5% | +$1.8M | 0.35% | 82 |
|
|
2015
Q3 | $31.2M | Buy |
150,604
+2,377
| +2% | +$484K | 0.39% | 74 |
|
|
2015
Q2 | $27.6M | Buy |
148,227
+10,601
| +8% | +$2.04M | 0.32% | 90 |
|
|
2015
Q1 | $27.9M | Buy |
137,626
+8,408
| +7% | +$1.66M | 0.32% | 87 |
|
|
2014
Q4 | $24.9M | Buy |
129,218
+17,461
| +16% | +$3.24M | 0.3% | 89 |
|
|
2014
Q3 | $20.4M | Buy |
111,757
+18,719
| +20% | +$3.19M | 0.26% | 103 |
|
|
2014
Q2 | $15M | Buy |
93,038
+25,108
| +37% | +$4.08M | 0.25% | 108 |
|
|
2014
Q1 | $11.1M | Buy |
67,930
+7,203
| +12% | +$1.13M | 0.2% | 128 |
|
|
2013
Q4 | $9.03M | Buy |
60,727
+5,731
| +10% | +$778K | 0.18% | 133 |
|
|
2013
Q3 | $7.01M | Buy |
54,996
+5,919
| +12% | +$719K | 0.16% | 151 |
|
|
2013
Q2 | $5.32M | Buy |
+49,077
| New | +$5.01M | 0.13% | 163 |
|
Other funds holding LMT
JP Morgan Private Wealth Advisors's LMT Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Lockheed Martin (LMT) stake by 8.4% in Q3 2023, selling an estimated $15.4M and leaving 375,715 shares worth $154M. The position accounts for 0.44% of the portfolio, ranked #56.
JP Morgan Private Wealth Advisors first reported a position in LMT in Q2 2013 and has held it in 42 quarters since. The position peaked at $253M in Q4 2022. 2,264 funds tracked by Wall St. Rank hold LMT as of Q3 2023.
- JP Morgan Private Wealth Advisors held 375,715 shares of Lockheed Martin worth $154M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 34,655 Lockheed Martin shares in Q3 2023, an estimated $15.4M.
- Lockheed Martin made up 0.44% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #56 holding.
- JP Morgan Private Wealth Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's Lockheed Martin position peaked at $253M in Q4 2022.
- 2,264 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.