Quantum Private Wealth’s Lockheed Martin LMT Stock Holding History

Quantum Private Wealth’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	–	Sell	-1,535	Closed	-$726K	–	191
2023 Q1	$726K	Sell	1,535 -169	-10%	-$79.3K	0.39%	61
2022 Q4	$829K	Sell	1,704 -385	-18%	-$179K	0.53%	42
2022 Q3	$807K	Hold	2,089	–	–	0.5%	41
2022 Q2	$898K	Sell	2,089 -157	-7%	-$68.9K	0.53%	40
2022 Q1	$984K	Hold	2,246	–	–	0.42%	47
2021 Q4	$798K	Buy	+2,246	New	+$777K	0.3%	69

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 $5.72T 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Quantum Private Wealth's LMT Position: Q2 2023 in Review

Quantum Private Wealth sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 1,535 shares — an estimated $726K sold.

Quantum Private Wealth first reported a position in LMT in Q4 2021 and held it in 6 quarters. The position peaked at $984K in Q1 2022. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Quantum Private Wealth reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
Quantum Private Wealth sold 1,535 Lockheed Martin shares in Q2 2023, an estimated $726K.
Quantum Private Wealth first reported a position in Lockheed Martin in Q4 2021 and held it in 6 quarters.
Quantum Private Wealth's Lockheed Martin position peaked at $984K in Q1 2022.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Quantum Private Wealth's 13F filing for Q2 2023, filed 27 Jul 2023.