Lee Financial Group Hawaii’s Lockheed Martin LMT Stock Holding History

Lee Financial Group Hawaii’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	-415	Closed	-$202K	–	35
2022 Q4	$202K	Buy	+415	New	+$193K	0.2%	30
2020 Q2	–	Sell	-2,760	Closed	-$935K	–	42
2020 Q1	$935K	Sell	2,760 -2,778	-50%	-$1.09M	1.07%	17
2019 Q4	$2.16M	Buy	5,538 +41	+0.7%	+$15.7K	1.7%	20
2019 Q3	$2.14M	Sell	5,497 -30	-0.5%	-$11.3K	1.91%	19
2019 Q2	$2.01M	Sell	5,527 -32	-0.6%	-$10.7K	1.72%	21
2019 Q1	$1.67M	Sell	5,559 -304	-5%	-$89.2K	1.55%	14
2018 Q4	$1.53M	Sell	5,863 -341	-5%	-$103K	1.65%	16
2018 Q3	$2.15M	Sell	6,204 -383	-6%	-$124K	1.91%	19
2018 Q2	$1.95M	Sell	6,587 -99	-1%	-$31.9K	1.8%	19
2018 Q1	$2.26M	Buy	6,686 +7	+0.1%	+$2.38K	2.18%	19
2017 Q4	$2.14M	Buy	+6,679	New	+$2.11M	1.99%	21

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial Group Hawaii's LMT Position: Q1 2023 in Review

Lee Financial Group Hawaii sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 415 shares — an estimated $202K sold.

Lee Financial Group Hawaii first reported a position in LMT in Q4 2017 and held it in 11 quarters. The position peaked at $2.26M in Q1 2018. 2,280 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

Lee Financial Group Hawaii reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 415 Lockheed Martin shares in Q1 2023, an estimated $202K.
Lee Financial Group Hawaii first reported a position in Lockheed Martin in Q4 2017 and held it in 11 quarters.
Lee Financial Group Hawaii's Lockheed Martin position peaked at $2.26M in Q1 2018.
2,280 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2023, filed 4 May 2023.