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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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Personal Capital Advisors's LMT Position: Q4 2022 in Review

Personal Capital Advisors reduced its Lockheed Martin (LMT) stake by 5.1% in Q4 2022, selling an estimated $160K and leaving 6,337 shares worth $3.08M. The position accounts for 0.02% of the portfolio, ranked #201.

Personal Capital Advisors first reported a position in LMT in Q1 2018 and has held it in 20 quarters since. 2,316 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Personal Capital Advisors held 6,337 shares of Lockheed Martin worth $3.08M as of Q4 2022.
  • Personal Capital Advisors sold 344 Lockheed Martin shares in Q4 2022, an estimated $160K.
  • Lockheed Martin made up 0.02% of Personal Capital Advisors's portfolio in Q4 2022, its #201 holding.
  • Personal Capital Advisors first reported a position in Lockheed Martin in Q1 2018 and has held it in 20 quarters since.
  • 2,316 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.