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Sargent Bickham Lagudis’s Lockheed Martin LMT Stock Holding History

Sargent Bickham Lagudis’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 		$386K Hold
794
– – 0.03% 210
2022
Q3 		$307K Sell
794
-210
-21% -$87.7K 0.03% 210
2022
Q2 		$431K Buy
1,004
+394
+65% +$173K 0.04% 188
2022
Q1 		$270K Sell
610
-153
-20% -$62K 0.02% 222
2021
Q4 		$271K Sell
763
-7,011
-90% -$2.42M 0.02% 218
2021
Q3 		$2.68M Buy
7,774
+224
+3% +$81.1K 0.22% 89
2021
Q2 		$2.86M Buy
7,550
+1,189
+19% +$457K 0.23% 87
2021
Q1 		$2.35M Buy
6,361
+5,841
+1,123% +$2M 0.21% 90
2020
Q4 		$185K Sell
520
-54
-9% -$19.9K 0.02% 251
2020
Q3 		$220K Buy
574
+451
+367% +$172K 0.02% 200
2020
Q2 		$45K Sell
123
-52
-30% -$19.6K ﹤0.01% 368
2020
Q1 		$59K Buy
175
+25
+17% +$9.83K 0.01% 319
2019
Q4 		$58K Buy
150
+56
+60% +$21.5K 0.01% 358
2019
Q3 		$37K Hold
94
– – ﹤0.01% 388
2019
Q2 		$34K Buy
94
+10
+12% +$3.35K ﹤0.01% 418
2019
Q1 		$25K Hold
84
– – ﹤0.01% 482
2018
Q4 		$22K Buy
84
+1
+1% +$303 ﹤0.01% 474
2018
Q3 		$29K Hold
83
– – ﹤0.01% 444
2018
Q2 		$25K Sell
83
-66
-44% -$21.3K ﹤0.01% 460
2018
Q1 		$50K Buy
149
+1
+0.7% +$340 0.01% 360
2017
Q4 		$47K Hold
148
– – 0.01% 384
2017
Q3 		$46K Buy
148
+1
+0.7% +$298 0.01% 380
2017
Q2 		$41K Hold
147
– – 0.01% 387
2017
Q1 		$39K Sell
147
-22
-13% -$5.76K 0.01% 398
2016
Q4 		$42K Sell
169
-104
-38% -$26K 0.01% 365
2016
Q3 		$65 Buy
273
+104
+62% +$26K 0.01% 307
2016
Q2 		$42K Buy
169
+63
+59% +$14.9K 0.01% 367
2016
Q1 		$23K Buy
+106
New +$22.8K ﹤0.01% 466

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Sargent Bickham Lagudis's LMT Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Lockheed Martin (LMT) position steady in Q4 2022 at 794 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #210.

Sargent Bickham Lagudis first reported a position in LMT in Q1 2016 and has held it in 28 quarters since. The position peaked at $2.86M in Q2 2021. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Sargent Bickham Lagudis held 794 shares of Lockheed Martin worth $386K as of Q4 2022.
  • Sargent Bickham Lagudis left its Lockheed Martin share count unchanged in Q4 2022.
  • Lockheed Martin made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #210 holding.
  • Sargent Bickham Lagudis first reported a position in Lockheed Martin in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Lockheed Martin position peaked at $2.86M in Q2 2021.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.