Level Financial Advisors’s Lockheed Martin LMT Stock Holding History

Level Financial 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
2023 Q4	–	Sell	-25	Closed	-$11.1K	–	269
2023 Q3	$10.3K	Hold	25	–	–	0.01%	188
2023 Q2	$11.6K	Buy	+25	New	+$11.6K	0.01%	182

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Level Financial Advisors's LMT Position: Q4 2023 in Review

Level Financial Advisors sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 25 shares — an estimated $11.1K sold.

Level Financial Advisors first reported a position in LMT in Q2 2023 and held it in 2 quarters. The position peaked at $11.6K in Q2 2023. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

Level Financial Advisors reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
Level Financial Advisors sold 25 Lockheed Martin shares in Q4 2023, an estimated $11.1K.
Level Financial Advisors first reported a position in Lockheed Martin in Q2 2023 and held it in 2 quarters.
Level Financial Advisors's Lockheed Martin position peaked at $11.6K in Q2 2023.
2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.