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Successful Portfolios’s Lockheed Martin LMT Stock Holding History

Successful Portfolios’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
-434
Closed -$211K – 194
2022
Q4 		$211K Buy
+434
New +$202K 0.14% 171

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

Successful Portfolios's LMT Position: Q1 2023 in Review

Successful Portfolios sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 434 shares — an estimated $211K sold.

Successful Portfolios first reported a position in LMT in Q4 2022 and held it in 1 quarter. The position peaked at $211K in Q4 2022. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • Successful Portfolios reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
  • Successful Portfolios sold 434 Lockheed Martin shares in Q1 2023, an estimated $211K.
  • Successful Portfolios first reported a position in Lockheed Martin in Q4 2022 and held it in 1 quarter.
  • Successful Portfolios's Lockheed Martin position peaked at $211K in Q4 2022.
  • 2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Successful Portfolios's 13F filing for Q1 2023, filed 24 Apr 2023.