Selective Wealth Management’s Lockheed Martin LMT Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-660	Closed	-$265K	–	91
2023 Q3	$265K	Sell	660 -18	-3%	-$7.99K	0.15%	65
2023 Q2	$312K	Buy	+678	New	+$315K	0.16%	75
2022 Q4	$301K	Buy	678 +506	+294%	+$235K	0.16%	84
2022 Q3	$66K	Buy	172 +12	+8%	+$5.01K	0.03%	261
2022 Q2	$69K	Sell	160 -150	-48%	-$65.9K	0.02%	269
2022 Q1	$137K	Sell	310 -100	-24%	-$40.5K	0.05%	178
2021 Q4	$146K	Buy	410 +150	+58%	+$51.9K	0.06%	158
2021 Q3	$90K	Buy	260 +160	+160%	+$57.9K	0.05%	198
2021 Q2	$38K	Buy	+100	New	+$38.4K	0.03%	211
2021 Q1	–	Sell	-20	Closed	-$7K	–	409
2020 Q4	$7K	Buy	+20	New	+$7.35K	﹤0.01%	268

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Selective Wealth Management's LMT Position: Q4 2023 in Review

Selective Wealth Management sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 660 shares — an estimated $265K sold.

Selective Wealth Management first reported a position in LMT in Q4 2020 and held it in 10 quarters. The position peaked at $312K in Q2 2023. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

Selective Wealth Management reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
Selective Wealth Management sold 660 Lockheed Martin shares in Q4 2023, an estimated $265K.
Selective Wealth Management first reported a position in Lockheed Martin in Q4 2020 and held it in 10 quarters.
Selective Wealth Management's Lockheed Martin position peaked at $312K in Q2 2023.
2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Selective Wealth Management's 13F filing for Q4 2023, filed 5 Jan 2024.