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Northwest & Ethical Investments’s Lockheed Martin LMT Stock Holding History

Northwest & Ethical Investments’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
-749
Closed -$364K – 407
2022
Q4 		$364K Sell
749
-848
-53% -$394K 0.01% 355
2022
Q3 		$617K Hold
1,597
– – 0.02% 337
2022
Q2 		$687K Sell
1,597
-90
-5% -$39.5K 0.03% 334
2022
Q1 		$745K Sell
1,687
-116
-6% -$47K 0.02% 327
2021
Q4 		$641K Sell
1,803
-79
-4% -$27.3K 0.02% 333
2021
Q3 		$649K Sell
1,882
-68
-3% -$24.6K 0.02% 324
2021
Q2 		$738K Sell
1,950
-4,120
-68% -$1.58M 0.02% 330
2021
Q1 		$2.24M Buy
+6,070
New +$2.08M 0.08% 253
2018
Q2 		– Sell
-11,226
Closed -$3.79M – 373
2018
Q1 		$3.79M Buy
11,226
+2,171
+24% +$739K 0.26% 119
2017
Q4 		$2.91M Buy
9,055
+778
+9% +$245K 0.19% 164
2017
Q3 		$2.57M Buy
+8,277
New +$2.47M 0.16% 169
2014
Q1 		– Sell
-12,690
Closed -$1.89M – 239
2013
Q4 		$1.89M Buy
12,690
+470
+4% +$63.8K 0.13% 165
2013
Q3 		$1.56M Buy
12,220
+465
+4% +$56.4K 0.11% 168
2013
Q2 		$1.27M Buy
+11,755
New +$1.2M 0.1% 166

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

Northwest & Ethical Investments's LMT Position: Q1 2023 in Review

Northwest & Ethical Investments sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 749 shares — an estimated $364K sold.

Northwest & Ethical Investments first reported a position in LMT in Q2 2013 and held it in 14 quarters. The position peaked at $3.79M in Q1 2018. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • Northwest & Ethical Investments reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
  • Northwest & Ethical Investments sold 749 Lockheed Martin shares in Q1 2023, an estimated $364K.
  • Northwest & Ethical Investments first reported a position in Lockheed Martin in Q2 2013 and held it in 14 quarters.
  • Northwest & Ethical Investments's Lockheed Martin position peaked at $3.79M in Q1 2018.
  • 2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Northwest & Ethical Investments's 13F filing for Q1 2023, filed 9 Jul 2025.