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PFS Investments’s Lockheed Martin LMT Stock Holding History

PFS Investments’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
Q2 		$41.1M Buy
89,195
+4,239
+5% +$1.97M 0.67% 41
2023
Q1 		$41.6M Buy
84,956
+8,684
+11% +$4.07M 0.72% 37
2022
Q4 		$37.1M Buy
76,272
+7,578
+11% +$3.52M 0.69% 37
2022
Q3 		$26.5K Buy
68,694
+7,980
+13% +$3.33M 0.48% 50
2022
Q2 		$26.1M Buy
60,714
+9,728
+19% +$4.27M 0.52% 48
2022
Q1 		$22.5M Buy
50,986
+8,005
+19% +$3.25M 0.43% 70
2021
Q4 		$15.3M Buy
42,981
+4,329
+11% +$1.5M 0.3% 93
2021
Q3 		$13.2M Buy
38,652
+3,363
+10% +$1.22M 0.27% 92
2021
Q2 		$13.5M Buy
35,289
+4,474
+15% +$1.72M 0.31% 91
2021
Q1 		$11.4M Buy
30,815
+11,840
+62% +$4.06M 0.29% 91
2020
Q4 		$6.41M Buy
18,975
+1,910
+11% +$702K 0.18% 125
2020
Q3 		$6.54M Buy
17,065
+2,165
+15% +$826K 0.22% 103
2020
Q2 		$5.44M Buy
14,900
+3,049
+26% +$1.15M 0.2% 103
2020
Q1 		$4.02M Sell
11,851
-3,792
-24% -$1.49M 0.17% 94
2019
Q4 		$6.09M Buy
15,643
+3,711
+31% +$1.42M 0.24% 82
2019
Q3 		$4.65M Buy
11,932
+3,597
+43% +$1.35M 0.2% 76
2019
Q2 		$3.08M Buy
8,335
+4,601
+123% +$1.54M 0.14% 72
2019
Q1 		$1.12M Buy
+3,734
New +$1.1M 0.06% 82

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 $5.7T 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