Lawrence B. Cohen’s Lockheed Martin LMT Stock Holding History

Lawrence B. Cohen’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	-800	Closed	-$389K	–	74
2022 Q4	$389K	Buy	+800	New	+$372K	0.2%	79
2022 Q1	–	Sell	-768	Closed	-$273K	–	81
2021 Q4	$273K	Buy	+768	New	+$266K	0.11%	84
2019 Q4	–	Sell	-1,070	Closed	-$417K	–	79
2019 Q3	$417K	Buy	1,070 +472	+79%	+$178K	0.27%	61
2019 Q2	$217K	Buy	+598	New	+$200K	0.15%	71

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

Lawrence B. Cohen's LMT Position: Q1 2023 in Review

Lawrence B. Cohen sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 800 shares — an estimated $389K sold.

Lawrence B. Cohen first reported a position in LMT in Q2 2019 and held it in 4 quarters. The position peaked at $417K in Q3 2019. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

Lawrence B. Cohen reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
Lawrence B. Cohen sold 800 Lockheed Martin shares in Q1 2023, an estimated $389K.
Lawrence B. Cohen first reported a position in Lockheed Martin in Q2 2019 and held it in 4 quarters.
Lawrence B. Cohen's Lockheed Martin position peaked at $417K in Q3 2019.
2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Lawrence B. Cohen's 13F filing for Q1 2023, filed 11 May 2023.