Steph & Co’s Lockheed Martin LMT Stock Holding History

Steph & Co’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 Q2	–	Sell	-200	Closed	-$88K	–	269
2022 Q1	$88K	Hold	200	–	–	0.05%	156
2021 Q4	$71K	Hold	200	–	–	0.04%	171
2021 Q3	$69K	Buy	+200	New	+$72.4K	0.04%	160
2020 Q3	–	Sell	-20	Closed	-$7K	–	240
2020 Q2	$7K	Buy	+20	New	+$7.55K	0.01%	219

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Steph & Co's LMT Position: Q2 2022 in Review

Steph & Co sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 200 shares — an estimated $88K sold.

Steph & Co first reported a position in LMT in Q2 2020 and held it in 4 quarters. The position peaked at $88K in Q1 2022. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Steph & Co reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
Steph & Co sold 200 Lockheed Martin shares in Q2 2022, an estimated $88K.
Steph & Co first reported a position in Lockheed Martin in Q2 2020 and held it in 4 quarters.
Steph & Co's Lockheed Martin position peaked at $88K in Q1 2022.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Steph & Co's 13F filing for Q2 2022, filed 13 Jul 2022.