Surevest’s Lockheed Martin LMT Stock Holding History

Surevest’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 Q3	$3.06M	Buy	7,913 +258	+3%	+$108K	0.83%	53
2022 Q2	$3.29M	Buy	7,655 +980	+15%	+$430K	0.86%	49
2022 Q1	$2.95M	Sell	6,675 -1,744	-21%	-$707K	0.71%	63
2021 Q4	$2.99M	Sell	8,419 -6,783	-45%	-$2.35M	0.71%	63
2021 Q3	$5.25M	Buy	15,202 +1,141	+8%	+$413K	1.33%	19
2021 Q2	$5.32M	Buy	14,061 +1,740	+14%	+$669K	1.39%	19
2021 Q1	$4.55M	Buy	12,321 +921	+8%	+$316K	1.38%	27
2020 Q4	$4.05M	Buy	11,400 +2,737	+32%	+$1.01M	1.35%	34
2020 Q3	$3.32M	Buy	+8,663	New	+$3.31M	1.31%	44

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Surevest's LMT Position: Q3 2022 in Review

Surevest increased its Lockheed Martin (LMT) stake by 3.4% in Q3 2022, buying an estimated $108K and bringing the position to 7,913 shares worth $3.06M. The position accounts for 0.83% of the portfolio, ranked #53.

Surevest first reported a position in LMT in Q3 2020 and has held it in 9 quarters since. The position peaked at $5.32M in Q2 2021. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

Surevest held 7,913 shares of Lockheed Martin worth $3.06M as of Q3 2022.
Surevest bought 258 Lockheed Martin shares in Q3 2022, an estimated $108K.
Lockheed Martin made up 0.83% of Surevest's portfolio in Q3 2022, its #53 holding.
Surevest first reported a position in Lockheed Martin in Q3 2020 and has held it in 9 quarters since.
Surevest's Lockheed Martin position peaked at $5.32M in Q2 2021.
2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.