SBK Financial’s Lockheed Martin LMT Stock Holding History

SBK Financial’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 Q1	–	Sell	-250	Closed	-$89K	–	103
2021 Q4	$89K	Buy	+250	New	+$86.5K	0.07%	91

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBK Financial's LMT Position: Q1 2022 in Review

SBK Financial sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 250 shares — an estimated $89K sold.

SBK Financial first reported a position in LMT in Q4 2021 and held it in 1 quarter. The position peaked at $89K in Q4 2021. 2,176 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

SBK Financial reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 250 Lockheed Martin shares in Q1 2022, an estimated $89K.
SBK Financial first reported a position in Lockheed Martin in Q4 2021 and held it in 1 quarter.
SBK Financial's Lockheed Martin position peaked at $89K in Q4 2021.
2,176 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.