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Kingsbury Capital Investment Advisors’s Lockheed Martin LMT Stock Holding History

Kingsbury Capital Investment 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
Q3 		$287K Sell
743
-20
-3% -$8.35K 0.44% 47
2022
Q2 		$328K Sell
763
-6
-0.8% -$2.63K 0.45% 53
2022
Q1 		$340K Buy
+769
New +$312K 0.37% 51

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kingsbury Capital Investment Advisors's LMT Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its Lockheed Martin (LMT) stake by 2.6% in Q3 2022, selling an estimated $8.35K and leaving 743 shares worth $287K. The position accounts for 0.44% of the portfolio, ranked #47.

Kingsbury Capital Investment Advisors first reported a position in LMT in Q1 2022 and has held it in 3 quarters since. The position peaked at $340K in Q1 2022. 2,130 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 743 shares of Lockheed Martin worth $287K as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 20 Lockheed Martin shares in Q3 2022, an estimated $8.35K.
  • Lockheed Martin made up 0.44% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #47 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Lockheed Martin in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's Lockheed Martin position peaked at $340K in Q1 2022.
  • 2,130 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.