MSA
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McAlister Sweet & Associates’s Lockheed Martin LMT Stock Holding History

McAlister Sweet & Associates’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
Q1 		– Sell
-4,737
Closed -$1.68M – 33
2021
Q4 		$1.68M Buy
+4,737
New +$1.64M 1.47% 18

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McAlister Sweet & Associates's LMT Position: Q1 2022 in Review

McAlister Sweet & Associates sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 4,737 shares — an estimated $1.68M sold.

McAlister Sweet & Associates first reported a position in LMT in Q4 2021 and held it in 1 quarter. The position peaked at $1.68M in Q4 2021. 2,179 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • McAlister Sweet & Associates reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
  • McAlister Sweet & Associates sold 4,737 Lockheed Martin shares in Q1 2022, an estimated $1.68M.
  • McAlister Sweet & Associates first reported a position in Lockheed Martin in Q4 2021 and held it in 1 quarter.
  • McAlister Sweet & Associates's Lockheed Martin position peaked at $1.68M in Q4 2021.
  • 2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on McAlister Sweet & Associates's 13F filing for Q1 2022, filed 4 Apr 2022.