NIM
LMT icon

NuWave Investment Management’s Lockheed Martin LMT Stock Holding History

NuWave Investment 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
Q3 		$706K Buy
1,827
+1,185
+185% +$495K 0.81% 26
2022
Q2 		$276K Sell
642
-505
-44% -$222K 0.37% 99
2022
Q1 		$506K Buy
1,147
+346
+43% +$140K 0.68% 45
2021
Q4 		$285K Buy
+801
New +$277K 0.32% 116
2021
Q1 		– Sell
-4,630
Closed -$1.64M – 362
2020
Q4 		$1.64M Buy
4,630
+4,416
+2,064% +$1.62M 2.15% 2
2020
Q3 		$83K Buy
214
+67
+46% +$25.6K 0.13% 198
2020
Q2 		$54K Buy
+147
New +$55.5K 0.07% 188
2020
Q1 		– Sell
-2,160
Closed -$841K – 321
2019
Q4 		$841K Buy
2,160
+1,631
+308% +$626K 0.82% 23
2019
Q3 		$205K Buy
529
+378
+250% +$142K 0.2% 143
2019
Q2 		$55K Sell
151
-1,502
-91% -$502K 0.06% 208
2019
Q1 		$496K Buy
1,653
+1,479
+850% +$434K 0.58% 58
2018
Q4 		$46K Buy
174
+166
+2,075% +$50.4K 0.08% 193
2018
Q3 		$3K Sell
8
-2,490
-100% -$803K ﹤0.01% 313
2018
Q2 		$738K Buy
2,498
+1,430
+134% +$461K 0.96% 26
2018
Q1 		$359K Buy
1,068
+897
+525% +$305K 0.57% 61
2017
Q4 		$55K Buy
+171
New +$53.9K 0.06% 202
2014
Q3 		$10K Sell
53
-2,075
-98% -$353K 0.03% 182
2014
Q2 		$342K Sell
2,128
-694
-25% -$113K 0.88% 32
2014
Q1 		$461K Buy
2,822
+926
+49% +$145K 1.36% 6
2013
Q4 		$282K Buy
+1,896
New +$258K 0.25% 128

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NuWave Investment Management's LMT Position: Q3 2022 in Review

NuWave Investment Management increased its Lockheed Martin (LMT) stake by 185% in Q3 2022, buying an estimated $495K and bringing the position to 1,827 shares worth $706K. The position accounts for 0.81% of the portfolio, ranked #26.

NuWave Investment Management first reported a position in LMT in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.64M in Q4 2020. 2,130 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

  • NuWave Investment Management held 1,827 shares of Lockheed Martin worth $706K as of Q3 2022.
  • NuWave Investment Management bought 1,185 Lockheed Martin shares in Q3 2022, an estimated $495K.
  • Lockheed Martin made up 0.81% of NuWave Investment Management's portfolio in Q3 2022, its #26 holding.
  • NuWave Investment Management first reported a position in Lockheed Martin in Q4 2013 and has held it in 20 quarters since.
  • NuWave Investment Management's Lockheed Martin position peaked at $1.64M in Q4 2020.
  • 2,130 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.