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Madden Securities’s Lockheed Martin LMT Stock Holding History

Madden Securities’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
-314
Closed -$153K – 232
2022
Q4 		$153K Sell
314
-500
-61% -$232K 0.08% 109
2022
Q3 		$314K Buy
814
+25
+3% +$10.4K 0.19% 80
2022
Q2 		$339K Buy
+789
New +$346K 0.19% 79
2022
Q1 		– Sell
-2,129
Closed -$757K – 126
2021
Q4 		$757K Sell
2,129
-1,217
-36% -$421K 0.35% 62
2021
Q3 		$1.16M Buy
3,346
+290
+9% +$105K 0.63% 49
2021
Q2 		$1.16M Buy
3,056
+32
+1% +$12.3K 0.6% 46
2021
Q1 		$1.12M Buy
3,024
+2,222
+277% +$762K 0.65% 43
2020
Q4 		$285K Buy
+802
New +$295K 0.18% 106

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Madden Securities's LMT Position: Q1 2023 in Review

Madden Securities sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 314 shares — an estimated $153K sold.

Madden Securities first reported a position in LMT in Q4 2020 and held it in 8 quarters. The position peaked at $1.16M in Q2 2021. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • Madden Securities reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 314 Lockheed Martin shares in Q1 2023, an estimated $153K.
  • Madden Securities first reported a position in Lockheed Martin in Q4 2020 and held it in 8 quarters.
  • Madden Securities's Lockheed Martin position peaked at $1.16M in Q2 2021.
  • 2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.