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LGT Financial Advisors’s Lockheed Martin LMT Stock Holding History

LGT 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
-3
Closed -$1.23K – 927
2023
Q3 		$1.23K Sell
3
-2,168
-100% -$962K ﹤0.01% 866
2023
Q2 		$999K Buy
2,171
+1,430
+193% +$664K 1.06% 22
2023
Q1 		$350K Buy
+741
New +$347K 0.65% 40

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LGT Financial Advisors sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 3 shares — an estimated $1.23K sold.

LGT Financial Advisors first reported a position in LMT in Q1 2023 and held it in 3 quarters. The position peaked at $999K in Q2 2023. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

  • LGT Financial Advisors reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 3 Lockheed Martin shares in Q4 2023, an estimated $1.23K.
  • LGT Financial Advisors first reported a position in Lockheed Martin in Q1 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Lockheed Martin position peaked at $999K in Q2 2023.
  • 2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.