StrategIQ Financial Group’s Lockheed Martin LMT Stock Holding History

StrategIQ 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 Q4	$883K	Buy	1,949 +793	+69%	+$351K	0.1%	156
2023 Q3	$473K	Buy	1,156 +9	+0.8%	+$3.99K	0.05%	213
2023 Q2	$528K	Hold	1,147	–	–	0.06%	205
2023 Q1	$542K	Hold	1,147	–	–	0.06%	190
2022 Q4	$558K	Hold	1,147	–	–	0.06%	184
2022 Q3	$443K	Hold	1,147	–	–	0.06%	192
2022 Q2	$493K	Hold	1,147	–	–	0.06%	187
2022 Q1	$506K	Buy	1,147 +6	+0.5%	+$2.43K	0.05%	194
2021 Q4	$406K	Buy	+1,141	New	+$395K	0.04%	212

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

StrategIQ Financial Group's LMT Position: Q4 2023 in Review

StrategIQ Financial Group increased its Lockheed Martin (LMT) stake by 69% in Q4 2023, buying an estimated $351K and bringing the position to 1,949 shares worth $883K. The position accounts for 0.1% of the portfolio, ranked #156.

StrategIQ Financial Group first reported a position in LMT in Q4 2021 and has held it in 9 quarters since. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

StrategIQ Financial Group held 1,949 shares of Lockheed Martin worth $883K as of Q4 2023.
StrategIQ Financial Group bought 793 Lockheed Martin shares in Q4 2023, an estimated $351K.
Lockheed Martin made up 0.1% of StrategIQ Financial Group's portfolio in Q4 2023, its #156 holding.
StrategIQ Financial Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 9 quarters since.
2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.