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PCA
Personal Capital Advisors’s
Lockheed Martin
LMT
Stock Holding History
Personal Capital Advisors’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
$3.08M
Sell
6,337
-344
-5%
-$160K
0.02%
201
2022
Q3
$2.58M
Buy
6,681
+5,565
+499%
+$2.32M
0.01%
200
2022
Q2
$480K
Sell
1,116
-269
-19%
-$118K
﹤0.01%
278
2022
Q1
$611K
Sell
1,385
-1,362
-50%
-$552K
﹤0.01%
289
2021
Q4
$972K
Buy
2,747
+267
+11%
+$92.3K
﹤0.01%
268
2021
Q3
$856K
Buy
2,480
+202
+9%
+$73.1K
﹤0.01%
262
2021
Q2
$862K
Sell
2,278
-132
-5%
-$50.8K
﹤0.01%
260
2021
Q1
$891K
Sell
2,410
-273
-10%
-$93.7K
0.01%
258
2020
Q4
$952K
Buy
2,683
+64
+2%
+$23.5K
0.01%
253
2020
Q3
$1M
Buy
2,619
+284
+12%
+$108K
0.01%
250
2020
Q2
$852K
Sell
2,335
-8
-0.3%
-$3.02K
0.01%
233
2020
Q1
$777K
Sell
2,343
-238
-9%
-$93.6K
0.01%
236
2019
Q4
$1M
Buy
2,581
+627
+32%
+$241K
0.01%
233
2019
Q3
$762K
Buy
1,954
+3
+0.2%
+$1.13K
0.01%
233
2019
Q2
$709K
Buy
1,951
+923
+90%
+$309K
0.01%
225
2019
Q1
$309K
Sell
1,028
-346
-25%
-$101K
﹤0.01%
267
2018
Q4
$360K
Buy
1,374
+581
+73%
+$176K
﹤0.01%
247
2018
Q3
$274K
Sell
793
-72
-8%
-$23.2K
﹤0.01%
255
2018
Q2
$256K
Sell
865
-447
-34%
-$144K
﹤0.01%
253
2018
Q1
$443K
Buy
+1,312
New
+$447K
0.01%
190
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
$5.7T 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
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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