KB Financial Partners’s Lockheed Martin LMT Stock Holding History

KB Financial Partners’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 Q3	$31K	Hold	75	–	–	0.01%	307
2023 Q2	$35K	Hold	75	–	–	0.01%	303
2023 Q1	$35K	Hold	75	–	–	0.01%	301
2022 Q4	$36K	Hold	75	–	–	0.01%	293
2022 Q3	$29K	Hold	75	–	–	0.01%	306
2022 Q2	$32K	Sell	75 -967	-93%	-$425K	0.01%	294
2022 Q1	$460K	Buy	1,042 +35	+3%	+$14.2K	0.13%	91
2021 Q4	$358K	Buy	1,007 +205	+26%	+$70.9K	0.1%	115
2021 Q3	$277K	Buy	802 +91	+13%	+$32.9K	0.1%	129
2021 Q2	$269K	Buy	711 +142	+25%	+$54.6K	0.1%	118
2021 Q1	$211K	Buy	+569	New	+$195K	0.09%	136

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

KB Financial Partners's LMT Position: Q3 2023 in Review

KB Financial Partners held its Lockheed Martin (LMT) position steady in Q3 2023 at 75 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #307.

KB Financial Partners first reported a position in LMT in Q1 2021 and has held it in 11 quarters since. The position peaked at $460K in Q1 2022. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

KB Financial Partners held 75 shares of Lockheed Martin worth $31K as of Q3 2023.
KB Financial Partners left its Lockheed Martin share count unchanged in Q3 2023.
Lockheed Martin made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #307 holding.
KB Financial Partners first reported a position in Lockheed Martin in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Lockheed Martin position peaked at $460K in Q1 2022.
2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.