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Steward Financial Group’s Lockheed Martin LMT Stock Holding History

Steward Financial Group’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
Q3 		– Sell
-1,496
Closed -$688K – 1450
2023
Q2 		$688K Buy
+1,496
New +$694K 0.22% 28
2022
Q4 		– Sell
-1,537
Closed -$593K – 696
2022
Q3 		$593K Sell
1,537
-749
-33% -$313K 0.44% 23
2022
Q2 		$982K Buy
2,286
+126
+6% +$55.3K 0.82% 10
2022
Q1 		$953K Hold
2,160
– – 0.85% 7
2021
Q4 		$767K Buy
+2,160
New +$747K 0.71% 6

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's LMT Position: Q3 2023 in Review

Steward Financial Group sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 1,496 shares — an estimated $688K sold.

Steward Financial Group first reported a position in LMT in Q4 2021 and held it in 5 quarters. The position peaked at $982K in Q2 2022. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Steward Financial Group reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
  • Steward Financial Group sold 1,496 Lockheed Martin shares in Q3 2023, an estimated $688K.
  • Steward Financial Group first reported a position in Lockheed Martin in Q4 2021 and held it in 5 quarters.
  • Steward Financial Group's Lockheed Martin position peaked at $982K in Q2 2022.
  • 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.