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Sutton Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Sutton Wealth Advisors’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 		$515K Buy
1,259
+72
+6% +$31.9K 0.25% 65
2023
Q2 		$546K Buy
1,187
+84
+8% +$39K 0.26% 63
2023
Q1 		$521K Sell
1,103
-957
-46% -$449K 0.28% 61
2022
Q4 		$1M Sell
2,060
-228
-10% -$106K 0.38% 47
2022
Q3 		$884K Buy
2,288
+447
+24% +$187K 0.36% 50
2022
Q2 		$792K Buy
1,841
+79
+4% +$34.7K 0.31% 57
2022
Q1 		$778K Buy
1,762
+106
+6% +$43K 0.27% 65
2021
Q4 		$589K Buy
1,656
+153
+10% +$52.9K 0.2% 81
2021
Q3 		$519K Buy
1,503
+85
+6% +$30.8K 0.19% 87
2021
Q2 		$537K Hold
1,418
– – 0.2% 85
2021
Q1 		$524K Hold
1,418
– – 0.21% 80
2020
Q4 		$503K Buy
1,418
+6
+0.4% +$2.21K 0.21% 80
2020
Q3 		$541K Buy
1,412
+71
+5% +$27.1K 0.26% 67
2020
Q2 		$489K Buy
1,341
+42
+3% +$15.9K 0.26% 66
2020
Q1 		$440K Hold
1,299
– – 0.28% 64
2019
Q4 		$506K Hold
1,299
– – 0.26% 67
2019
Q3 		$507K Buy
1,299
+4
+0.3% +$1.5K 0.28% 56
2019
Q2 		$471K Buy
1,295
+6
+0.5% +$2.01K 0.27% 62
2019
Q1 		$387K Buy
1,289
+8
+0.6% +$2.35K 0.23% 82
2018
Q4 		$335K Buy
1,281
+257
+25% +$78K 0.22% 80
2018
Q3 		$354K Buy
1,024
+3
+0.3% +$968 0.23% 77
2018
Q2 		$302K Sell
1,021
-10
-1% -$3.23K 0.21% 82
2018
Q1 		$348K Buy
1,031
+10
+1% +$3.4K 0.25% 65
2017
Q4 		$328K Hold
1,021
– – 0.24% 77
2017
Q3 		$317K Sell
1,021
-88
-8% -$26.3K 0.24% 70
2017
Q2 		$308K Buy
1,109
+7
+0.6% +$1.92K 0.24% 69
2017
Q1 		$295K Hold
1,102
– – 0.25% 68
2016
Q4 		$275K Buy
1,102
+3
+0.3% +$750 0.25% 69
2016
Q3 		$263K Sell
1,099
-115
-9% -$28.8K 0.24% 72
2016
Q2 		$301K Hold
1,214
– – 0.28% 67
2016
Q1 		$269K Buy
+1,214
New +$261K 0.26% 70

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

Sutton Wealth Advisors's LMT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Lockheed Martin (LMT) stake by 6.1% in Q3 2023, buying an estimated $31.9K and bringing the position to 1,259 shares worth $515K. The position accounts for 0.25% of the portfolio, ranked #65.

Sutton Wealth Advisors first reported a position in LMT in Q1 2016 and has held it in 31 quarters since. The position peaked at $1M in Q4 2022. 2,263 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Sutton Wealth Advisors held 1,259 shares of Lockheed Martin worth $515K as of Q3 2023.
  • Sutton Wealth Advisors bought 72 Lockheed Martin shares in Q3 2023, an estimated $31.9K.
  • Lockheed Martin made up 0.25% of Sutton Wealth Advisors's portfolio in Q3 2023, its #65 holding.
  • Sutton Wealth Advisors first reported a position in Lockheed Martin in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Lockheed Martin position peaked at $1M in Q4 2022.
  • 2,263 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.