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Triad Financial Advisors’s Lockheed Martin LMT Stock Holding History

Triad Financial 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
Q1 		– Sell
-894
Closed -$435K – 110
2022
Q4 		$435K Buy
894
+4
+0.4% +$1.86K 0.19% 56
2022
Q3 		$344K Buy
890
+2
+0.2% +$835 0.19% 63
2022
Q2 		$382K Sell
888
-26
-3% -$11.4K 0.21% 58
2022
Q1 		$403K Sell
914
-126
-12% -$51.1K 0.22% 62
2021
Q4 		$370K Buy
+1,040
New +$360K 0.22% 69

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triad Financial Advisors's LMT Position: Q1 2023 in Review

Triad Financial Advisors sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 894 shares — an estimated $435K sold.

Triad Financial Advisors first reported a position in LMT in Q4 2021 and held it in 5 quarters. The position peaked at $435K in Q4 2022. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

  • Triad Financial Advisors reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 894 Lockheed Martin shares in Q1 2023, an estimated $435K.
  • Triad Financial Advisors first reported a position in Lockheed Martin in Q4 2021 and held it in 5 quarters.
  • Triad Financial Advisors's Lockheed Martin position peaked at $435K in Q4 2022.
  • 2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.