McCarthy Asset Management’s Lockheed Martin LMT Stock Holding History

McCarthy Asset Management’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 Q2	–	Sell	-53	Closed	-$23K	–	173
2022 Q1	$23K	Hold	53	–	–	0.02%	128
2021 Q4	$19K	Hold	53	–	–	0.01%	146
2021 Q3	$18K	Hold	53	–	–	0.01%	147
2021 Q2	$20K	Hold	53	–	–	0.01%	164
2021 Q1	$19K	Hold	53	–	–	0.01%	152
2020 Q4	$19K	Buy	+53	New	+$19.5K	0.02%	146

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

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

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

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

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

McCarthy Asset Management's LMT Position: Q2 2022 in Review

McCarthy Asset Management sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 53 shares — an estimated $23K sold.

McCarthy Asset Management first reported a position in LMT in Q4 2020 and held it in 6 quarters. The position peaked at $23K in Q1 2022. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

McCarthy Asset Management reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 53 Lockheed Martin shares in Q2 2022, an estimated $23K.
McCarthy Asset Management first reported a position in Lockheed Martin in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Lockheed Martin position peaked at $23K in Q1 2022.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.