Ten Capital Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Ten Capital 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 Q2	$335K	Buy	728 +107	+17%	+$49.7K	0.1%	88
2023 Q1	$294K	Buy	621 +28	+5%	+$13.1K	0.1%	78
2022 Q4	$288K	Sell	593 -37	-6%	-$17.2K	0.12%	65
2022 Q3	$243K	Buy	630 +32	+5%	+$13.4K	0.11%	68
2022 Q2	$257K	Sell	598 -16	-3%	-$7.03K	0.11%	62
2022 Q1	$271K	Buy	614 +514	+514%	+$208K	0.11%	67
2021 Q4	$36K	Hold	100	–	–	0.01%	160
2021 Q3	$35K	Buy	+100	New	+$36.2K	0.02%	158

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

Ten Capital Wealth Advisors's LMT Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Lockheed Martin (LMT) stake by 17% in Q2 2023, buying an estimated $49.7K and bringing the position to 728 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #88.

Ten Capital Wealth Advisors first reported a position in LMT in Q3 2021 and has held it in 8 quarters since. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Ten Capital Wealth Advisors held 728 shares of Lockheed Martin worth $335K as of Q2 2023.
Ten Capital Wealth Advisors bought 107 Lockheed Martin shares in Q2 2023, an estimated $49.7K.
Lockheed Martin made up 0.1% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #88 holding.
Ten Capital Wealth Advisors first reported a position in Lockheed Martin in Q3 2021 and has held it in 8 quarters since.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.