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Leo Brokerage’s Lockheed Martin LMT Stock Holding History

Leo Brokerage’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
Q2 		$546K Buy
1,185
+41
+4% +$19K 0.06% 173
2023
Q1 		$541K Buy
+1,144
New +$536K 0.08% 169
2022
Q2 		$642K Sell
1,493
-90
-6% -$39.5K 0.17% 77
2022
Q1 		$699K Buy
+1,583
New +$642K 0.11% 121

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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Leo Brokerage's LMT Position: Q2 2023 in Review

Leo Brokerage increased its Lockheed Martin (LMT) stake by 3.6% in Q2 2023, buying an estimated $19K and bringing the position to 1,185 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #173.

Leo Brokerage first reported a position in LMT in Q1 2022 and has held it in 4 quarters since. The position peaked at $699K in Q1 2022. 2,302 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

  • Leo Brokerage held 1,185 shares of Lockheed Martin worth $546K as of Q2 2023.
  • Leo Brokerage bought 41 Lockheed Martin shares in Q2 2023, an estimated $19K.
  • Lockheed Martin made up 0.06% of Leo Brokerage's portfolio in Q2 2023, its #173 holding.
  • Leo Brokerage first reported a position in Lockheed Martin in Q1 2022 and has held it in 4 quarters since.
  • Leo Brokerage's Lockheed Martin position peaked at $699K in Q1 2022.
  • 2,302 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.