Perpetual Investment Management’s Lockheed Martin LMT Stock Holding History

Perpetual 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 Q4	$547K	Sell	1,125 -300	-21%	-$139K	0.07%	146
2022 Q3	$550K	Hold	1,425	–	–	0.08%	145
2022 Q2	$613K	Hold	1,425	–	–	0.09%	139
2022 Q1	$629K	Hold	1,425	–	–	0.08%	149
2021 Q4	$506K	Hold	1,425	–	–	0.06%	169
2021 Q3	$492K	Hold	1,425	–	–	0.06%	158
2021 Q2	$539K	Hold	1,425	–	–	0.08%	151
2021 Q1	$525K	Hold	1,425	–	–	0.09%	124
2020 Q4	$505K	Buy	+1,425	New	+$524K	0.07%	144

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Perpetual Investment Management's LMT Position: Q4 2022 in Review

Perpetual Investment Management reduced its Lockheed Martin (LMT) stake by 21% in Q4 2022, selling an estimated $139K and leaving 1,125 shares worth $547K. The position accounts for 0.07% of the portfolio, ranked #146.

Perpetual Investment Management first reported a position in LMT in Q4 2020 and has held it in 9 quarters since. The position peaked at $629K in Q1 2022. 2,316 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

Perpetual Investment Management held 1,125 shares of Lockheed Martin worth $547K as of Q4 2022.
Perpetual Investment Management sold 300 Lockheed Martin shares in Q4 2022, an estimated $139K.
Lockheed Martin made up 0.07% of Perpetual Investment Management's portfolio in Q4 2022, its #146 holding.
Perpetual Investment Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Lockheed Martin position peaked at $629K in Q1 2022.
2,316 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.