TimeScale Financial’s Lockheed Martin LMT Stock Holding History

TimeScale Financial’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	$40.2K	Sell	87 -68	-44%	-$31.6K	0.01%	234
2023 Q1	$73.4K	Buy	155 +2	+1%	+$938	0.02%	178
2022 Q4	$59.1K	Hold	153	–	–	0.02%	142
2022 Q3	$59K	Hold	153	–	–	0.02%	142
2022 Q2	$66K	Sell	153 -70	-31%	-$30.7K	0.02%	135
2022 Q1	$98K	Hold	223	–	–	0.02%	131
2021 Q4	$79K	Sell	223 -108	-33%	-$37.4K	0.02%	146
2021 Q3	$115K	Hold	331	–	–	0.03%	113
2021 Q2	$125K	Buy	331 +2	+0.6%	+$769	0.03%	105
2021 Q1	$121K	Buy	329 +3	+0.9%	+$1.03K	0.03%	105
2020 Q4	$116K	Buy	326 +2	+0.6%	+$735	0.03%	97
2020 Q3	$123K	Buy	324 +2	+0.6%	+$763	0.04%	94
2020 Q2	$117K	Sell	322 -23	-7%	-$8.69K	0.04%	94
2020 Q1	$116K	Sell	345 -53	-13%	-$20.8K	0.04%	87
2019 Q4	$154K	Buy	398 +53	+15%	+$20.3K	0.05%	97
2019 Q3	$135K	Buy	345 +5	+1%	+$1.88K	0.05%	101
2019 Q2	$124K	Buy	+340	New	+$114K	0.05%	107

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

TimeScale Financial's LMT Position: Q2 2023 in Review

TimeScale Financial reduced its Lockheed Martin (LMT) stake by 44% in Q2 2023, selling an estimated $31.6K and leaving 87 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #234.

TimeScale Financial first reported a position in LMT in Q2 2019 and has held it in 17 quarters since. The position peaked at $154K in Q4 2019. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

TimeScale Financial held 87 shares of Lockheed Martin worth $40.2K as of Q2 2023.
TimeScale Financial sold 68 Lockheed Martin shares in Q2 2023, an estimated $31.6K.
Lockheed Martin made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #234 holding.
TimeScale Financial first reported a position in Lockheed Martin in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Lockheed Martin position peaked at $154K in Q4 2019.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.