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Tevis Investment Management’s Lockheed Martin LMT Stock Holding History

Tevis 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
2022
Q4 		– Sell
-25
Closed -$10K – 148
2022
Q3 		$10K Hold
25
– – 0.01% 370
2022
Q2 		$11K Hold
25
– – 0.01% 356
2022
Q1 		$11K Hold
25
– – 0.01% 363
2021
Q4 		$9K Buy
+25
New +$8.65K 0.01% 457

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Tevis Investment Management's LMT Position: Q4 2022 in Review

Tevis Investment Management sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 25 shares — an estimated $10K sold.

Tevis Investment Management first reported a position in LMT in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Tevis Investment Management reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 25 Lockheed Martin shares in Q4 2022, an estimated $10K.
  • Tevis Investment Management first reported a position in Lockheed Martin in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Lockheed Martin position peaked at $11K in Q2 2022.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.