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Tower View Wealth Management’s Lockheed Martin LMT Stock Holding History

Tower View Wealth 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
Q4 		– Sell
-10
Closed -$4K – 186
2023
Q3 		$4K Hold
10
– – ﹤0.01% 152
2023
Q2 		$5K Buy
+10
New +$4.64K ﹤0.01% 143
2021
Q3 		– Sell
-933
Closed -$353K – 230
2021
Q2 		$353K Sell
933
-35
-4% -$13.5K 0.18% 72
2021
Q1 		$358K Sell
968
-7,703
-89% -$2.64M 0.2% 74
2020
Q4 		$3.08M Buy
8,671
+309
+4% +$114K 1.75% 25
2020
Q3 		$3.21M Buy
8,362
+344
+4% +$131K 2.09% 18
2020
Q2 		$2.93M Buy
8,018
+358
+5% +$135K 2.14% 17
2020
Q1 		$2.6M Buy
7,660
+447
+6% +$176K 2.34% 14
2019
Q4 		$2.81M Buy
7,213
+41
+0.6% +$15.7K 2.13% 18
2019
Q3 		$2.8M Buy
7,172
+157
+2% +$59K 2.31% 14
2019
Q2 		$2.55M Buy
7,015
+96
+1% +$32.1K 2.18% 18
2019
Q1 		$2.08M Buy
6,919
+373
+6% +$109K 1.84% 26
2018
Q4 		$1.71M Buy
6,546
+223
+4% +$67.7K 1.77% 29
2018
Q3 		$2.19M Buy
6,323
+4
+0.1% +$1.29K 1.91% 18
2018
Q2 		$1.87M Buy
6,319
+143
+2% +$46.1K 1.76% 20
2018
Q1 		$2.09M Sell
6,176
-461
-7% -$157K 2.09% 16
2017
Q4 		$2.13M Buy
+6,637
New +$2.09M 1.96% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Tower View Wealth Management's LMT Position: Q4 2023 in Review

Tower View Wealth Management sold out of Lockheed Martin (LMT) in Q4 2023, closing a stake of 10 shares — an estimated $4K sold.

Tower View Wealth Management first reported a position in LMT in Q4 2017 and held it in 17 quarters. The position peaked at $3.21M in Q3 2020. 2,442 funds tracked by Wall St. Rank hold LMT as of Q4 2023.

  • Tower View Wealth Management reported no remaining Lockheed Martin position as of Q4 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 10 Lockheed Martin shares in Q4 2023, an estimated $4K.
  • Tower View Wealth Management first reported a position in Lockheed Martin in Q4 2017 and held it in 17 quarters.
  • Tower View Wealth Management's Lockheed Martin position peaked at $3.21M in Q3 2020.
  • 2,442 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2023.

Based on Tower View Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.