Mariner Independent Advisor Network’s Lockheed Martin LMT Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$5.06M	Sell	13,091 -394	-3%	-$165K	0.22%	117
2022 Q2	$5.78M	Buy	+13,485	New	+$5.92M	0.24%	101
2019 Q4	–	Sell	-10,344	Closed	-$4.01M	–	383
2019 Q3	$4.01M	Buy	+10,344	New	+$3.89M	0.3%	86
2018 Q3	–	Sell	-10,946	Closed	-$3.23M	–	261
2018 Q2	$3.23M	Sell	10,946 -7,518	-41%	-$2.43M	0.57%	50
2018 Q1	$6.24M	Buy	18,464 +5,254	+40%	+$1.79M	0.38%	59
2017 Q4	$4.24M	Buy	13,210 +3,000	+29%	+$946K	0.44%	54
2017 Q3	$3.17M	Buy	+10,210	New	+$3.05M	0.52%	49
2017 Q1	–	Sell	-13,404	Closed	-$3.35M	–	313
2016 Q4	$3.35M	Sell	13,404 -1,391	-9%	-$348K	0.54%	54
2016 Q3	$3.55M	Buy	+14,795	New	+$3.7M	0.51%	58
2015 Q1	–	Sell	-6,775	Closed	-$1.3M	–	130
2014 Q4	$1.3M	Buy	+6,775	New	+$1.26M	0.6%	42

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mariner Independent Advisor Network's LMT Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Lockheed Martin (LMT) stake by 2.9% in Q3 2022, selling an estimated $165K and leaving 13,091 shares worth $5.06M. The position accounts for 0.22% of the portfolio, ranked #117.

Mariner Independent Advisor Network first reported a position in LMT in Q4 2014 and has held it in 10 quarters since. The position peaked at $6.24M in Q1 2018. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

Mariner Independent Advisor Network held 13,091 shares of Lockheed Martin worth $5.06M as of Q3 2022.
Mariner Independent Advisor Network sold 394 Lockheed Martin shares in Q3 2022, an estimated $165K.
Lockheed Martin made up 0.22% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #117 holding.
Mariner Independent Advisor Network first reported a position in Lockheed Martin in Q4 2014 and has held it in 10 quarters since.
Mariner Independent Advisor Network's Lockheed Martin position peaked at $6.24M in Q1 2018.
2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.