Keeler Thomas Management’s Lockheed Martin LMT Stock Holding History

Keeler Thomas Management’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 Q1	–	Sell	-534	Closed	-$260K	–	79
2022 Q4	$260K	Hold	534	–	–	0.13%	69
2022 Q3	$206K	Sell	534 -67	-11%	-$28K	0.1%	64
2022 Q2	$258K	Buy	601 +17	+3%	+$7.46K	0.13%	61
2022 Q1	$258K	Hold	584	–	–	0.12%	63
2021 Q4	$207K	Sell	584 -20	-3%	-$6.92K	0.09%	72
2021 Q3	$208K	Hold	604	–	–	0.1%	73
2021 Q2	$228K	Sell	604 -124	-17%	-$47.7K	0.11%	71
2021 Q1	$269K	Sell	728 -3,044	-81%	-$1.04M	0.14%	67
2020 Q4	$1.34M	Sell	3,772 -179	-5%	-$65.8K	0.75%	43
2020 Q3	$1.51M	Buy	3,951 +1,424	+56%	+$543K	0.95%	38
2020 Q2	$929K	Buy	2,527 +1,644	+186%	+$621K	0.67%	45
2020 Q1	$299K	Buy	+883	New	+$347K	0.35%	52
2018 Q1	–	Sell	-142	Closed	-$45K	–	105
2017 Q4	$45K	Buy	+142	New	+$44.8K	0.04%	91

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Keeler Thomas Management's LMT Position: Q1 2023 in Review

Keeler Thomas Management sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 534 shares — an estimated $260K sold.

Keeler Thomas Management first reported a position in LMT in Q4 2017 and held it in 13 quarters. The position peaked at $1.51M in Q3 2020. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

Keeler Thomas Management reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
Keeler Thomas Management sold 534 Lockheed Martin shares in Q1 2023, an estimated $260K.
Keeler Thomas Management first reported a position in Lockheed Martin in Q4 2017 and held it in 13 quarters.
Keeler Thomas Management's Lockheed Martin position peaked at $1.51M in Q3 2020.
2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Keeler Thomas Management's 13F filing for Q1 2023, filed 2 May 2023.