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Stevard LLC’s Lockheed Martin LMT Stock Holding History

Stevard LLC’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
Q1 		– Sell
-415
Closed -$202K – 47
2022
Q4 		$202K Buy
+415
New +$193K 0.17% 50
2021
Q4 		– Sell
-612
Closed -$211K – 51
2021
Q3 		$211K Buy
612
+9
+1% +$3.26K 0.17% 47
2021
Q2 		$228K Buy
+603
New +$232K 0.18% 45
2021
Q1 		– Sell
-589
Closed -$209K – 57
2020
Q4 		$209K Hold
589
– – 0.07% 71
2020
Q3 		$226K Hold
589
– – 0.09% 144
2020
Q2 		$215K Buy
+589
New +$222K 0.11% 137
2020
Q1 		– Sell
-589
Closed -$229K – 65
2019
Q4 		$229K Buy
+589
New +$226K 0.14% 64

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stevard LLC's LMT Position: Q1 2023 in Review

Stevard LLC sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 415 shares — an estimated $202K sold.

Stevard LLC first reported a position in LMT in Q4 2019 and held it in 7 quarters. The position peaked at $229K in Q4 2019. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • Stevard LLC reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
  • Stevard LLC sold 415 Lockheed Martin shares in Q1 2023, an estimated $202K.
  • Stevard LLC first reported a position in Lockheed Martin in Q4 2019 and held it in 7 quarters.
  • Stevard LLC's Lockheed Martin position peaked at $229K in Q4 2019.
  • 2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Stevard LLC's 13F filing for Q1 2023, filed 12 May 2023.