Standard Family Office’s Lockheed Martin LMT Stock Holding History

Standard Family Office’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	-42	Closed	-$16K	–	247
2022 Q3	$16K	Buy	+42	New	+$17.5K	0.01%	220
2021 Q3	–	Sell	-441	Closed	-$167K	–	322
2021 Q2	$167K	Buy	441 +4	+0.9%	+$1.54K	0.03%	167
2021 Q1	$161K	Sell	437 -10	-2%	-$3.43K	0.04%	146
2020 Q4	$159K	Buy	+447	New	+$164K	0.04%	142

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Standard Family Office's LMT Position: Q4 2022 in Review

Standard Family Office sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 42 shares — an estimated $16K sold.

Standard Family Office first reported a position in LMT in Q4 2020 and held it in 4 quarters. The position peaked at $167K in Q2 2021. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

Standard Family Office reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 42 Lockheed Martin shares in Q4 2022, an estimated $16K.
Standard Family Office first reported a position in Lockheed Martin in Q4 2020 and held it in 4 quarters.
Standard Family Office's Lockheed Martin position peaked at $167K in Q2 2021.
2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.