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Prudent Man Advisors’s Lockheed Martin LMT Stock Holding History

Prudent Man 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
2023
Q3 		– Sell
-1,357
Closed -$625K – 209
2023
Q2 		$625K Sell
1,357
-19
-1% -$8.82K 0.24% 95
2023
Q1 		$650K Sell
1,376
-31
-2% -$14.5K 0.25% 92
2022
Q4 		$684K Buy
1,407
+17
+1% +$7.9K 0.28% 83
2022
Q3 		$537K Sell
1,390
-178
-11% -$74.3K 0.25% 88
2022
Q2 		$674K Hold
1,568
– – 0.31% 61
2022
Q1 		$692K Sell
1,568
-33
-2% -$13.4K 0.28% 73
2021
Q4 		$569K Sell
1,601
-261
-14% -$90.3K 0.22% 91
2021
Q3 		$643K Buy
1,862
+9
+0.5% +$3.26K 0.24% 83
2021
Q2 		$701K Buy
1,853
+17
+0.9% +$6.54K 0.27% 79
2021
Q1 		$678K Buy
1,836
+69
+4% +$23.7K 0.28% 75
2020
Q4 		$627K Sell
1,767
-30
-2% -$11K 0.26% 72
2020
Q3 		$689K Buy
1,797
+14
+0.8% +$5.34K 0.37% 60
2020
Q2 		$651K Buy
+1,783
New +$673K 0.58% 47

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prudent Man Advisors's LMT Position: Q3 2023 in Review

Prudent Man Advisors sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 1,357 shares — an estimated $625K sold.

Prudent Man Advisors first reported a position in LMT in Q2 2020 and held it in 13 quarters. The position peaked at $701K in Q2 2021. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Prudent Man Advisors reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 1,357 Lockheed Martin shares in Q3 2023, an estimated $625K.
  • Prudent Man Advisors first reported a position in Lockheed Martin in Q2 2020 and held it in 13 quarters.
  • Prudent Man Advisors's Lockheed Martin position peaked at $701K in Q2 2021.
  • 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.