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TD Ameritrade Investment Management’s Lockheed Martin LMT Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-36
Closed -$17K – 281
2023
Q2 		$17K Sell
36
-38
-51% -$17.6K ﹤0.01% 298
2023
Q1 		$35K Buy
74
+5
+7% +$2.35K ﹤0.01% 263
2022
Q4 		$34K Sell
69
-86
-55% -$40K ﹤0.01% 280
2022
Q3 		$60K Buy
155
+33
+27% +$13.8K ﹤0.01% 268
2022
Q2 		$52K Sell
122
-28
-19% -$12.3K ﹤0.01% 295
2022
Q1 		$66K Buy
150
+51
+52% +$20.7K ﹤0.01% 327
2021
Q4 		$35K Sell
99
-27
-21% -$9.34K ﹤0.01% 382
2021
Q3 		$48K Buy
126
+38
+43% +$13.8K ﹤0.01% 332
2021
Q2 		$33K Sell
88
-33
-27% -$12.7K ﹤0.01% 368
2021
Q1 		$43K Hold
121
– – ﹤0.01% 345
2020
Q4 		$43K Sell
121
-5
-4% -$1.84K ﹤0.01% 345
2020
Q3 		$48K Sell
126
-25
-17% -$9.54K ﹤0.01% 332
2020
Q2 		$55K Buy
151
+88
+140% +$33.2K ﹤0.01% 297
2020
Q1 		$21K Sell
63
-34
-35% -$13.4K ﹤0.01% 354
2019
Q4 		$38K Buy
97
+87
+870% +$33.4K ﹤0.01% 336
2019
Q3 		$4K Sell
10
-4
-29% -$1.5K ﹤0.01% 553
2019
Q2 		$5K Buy
+14
New +$4.68K ﹤0.01% 492

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

TD Ameritrade Investment Management's LMT Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 36 shares — an estimated $17K sold.

TD Ameritrade Investment Management first reported a position in LMT in Q2 2019 and held it in 17 quarters. The position peaked at $66K in Q1 2022. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 36 Lockheed Martin shares in Q3 2023, an estimated $17K.
  • TD Ameritrade Investment Management first reported a position in Lockheed Martin in Q2 2019 and held it in 17 quarters.
  • TD Ameritrade Investment Management's Lockheed Martin position peaked at $66K in Q1 2022.
  • 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.