OWM
LMT icon

Orgel Wealth Management’s Lockheed Martin LMT Stock Holding History

Orgel Wealth 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
2023
Q4 		– Sell
-526
Closed -$215K – 88
2023
Q3 		$215K Buy
+526
New +$233K 0.01% 75
2023
Q2 		– Sell
-585
Closed -$277K – 74
2023
Q1 		$277K Buy
+585
New +$274K 0.01% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Orgel Wealth Management's LMT Position: Q4 2023 in Review

Orgel Wealth Management sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 526 shares — an estimated $215K sold.

Orgel Wealth Management first reported a position in LMT in Q1 2023 and held it in 2 quarters. The position peaked at $277K in Q1 2023. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

  • Orgel Wealth Management reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
  • Orgel Wealth Management sold 526 Lockheed Martin shares in Q4 2023, an estimated $215K.
  • Orgel Wealth Management first reported a position in Lockheed Martin in Q1 2023 and held it in 2 quarters.
  • Orgel Wealth Management's Lockheed Martin position peaked at $277K in Q1 2023.
  • 2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Orgel Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.