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Schneider Downs Wealth Management Advisors’s Lockheed Martin LMT Stock Holding History

Schneider Downs Wealth Management 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
2022
Q4 		– Sell
-699
Closed -$270K – 137
2022
Q3 		$270K Hold
699
– – 0.08% 98
2022
Q2 		$301K Buy
699
+150
+27% +$65.9K 0.08% 98
2022
Q1 		$242K Sell
549
-155
-22% -$62.8K 0.06% 129
2021
Q4 		$250K Buy
704
+33
+5% +$11.4K 0.06% 134
2021
Q3 		$232K Buy
+671
New +$243K 0.06% 130

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

Schneider Downs Wealth Management Advisors's LMT Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 699 shares — an estimated $270K sold.

Schneider Downs Wealth Management Advisors first reported a position in LMT in Q3 2021 and held it in 5 quarters. The position peaked at $301K in Q2 2022. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 699 Lockheed Martin shares in Q4 2022, an estimated $270K.
  • Schneider Downs Wealth Management Advisors first reported a position in Lockheed Martin in Q3 2021 and held it in 5 quarters.
  • Schneider Downs Wealth Management Advisors's Lockheed Martin position peaked at $301K in Q2 2022.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.