Sustainable Insight Capital Management’s Lockheed Martin LMT Stock Holding History

Sustainable Insight Capital Management’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	–	Sell	-690	Closed	-$275K	–	119
2022 Q2	$275K	Hold	690	–	–	0.27%	82
2022 Q1	$305K	Hold	690	–	–	0.22%	77
2021 Q4	$245K	Buy	690 +9	+1%	+$3.11K	0.13%	99
2021 Q3	$235K	Hold	681	–	–	0.15%	96
2021 Q2	$258K	Buy	+681	New	+$262K	0.15%	101
2019 Q4	–	Sell	-602	Closed	-$235K	–	65
2019 Q3	$235K	Hold	602	–	–	0.27%	40
2019 Q2	$219K	Buy	+602	New	+$201K	0.26%	46

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

Sustainable Insight Capital Management's LMT Position: Q3 2022 in Review

Sustainable Insight Capital Management sold out of Lockheed Martin (LMT) in Q3 2022, closing a stake of 690 shares — an estimated $275K sold.

Sustainable Insight Capital Management first reported a position in LMT in Q2 2019 and held it in 7 quarters. The position peaked at $305K in Q1 2022. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

Sustainable Insight Capital Management reported no remaining Lockheed Martin position as of Q3 2022 after selling out during the quarter.
Sustainable Insight Capital Management sold 690 Lockheed Martin shares in Q3 2022, an estimated $275K.
Sustainable Insight Capital Management first reported a position in Lockheed Martin in Q2 2019 and held it in 7 quarters.
Sustainable Insight Capital Management's Lockheed Martin position peaked at $305K in Q1 2022.
2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2022, filed 4 Nov 2022.