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UBP Investment Advisors’s Lockheed Martin LMT Stock Holding History

UBP Investment 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
2022
Q3 		$390K Hold
1,022
– – 0.2% 68
2022
Q2 		$440K Buy
+1,022
New +$449K 0.18% 73

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

UBP Investment Advisors's LMT Position: Q3 2022 in Review

UBP Investment Advisors held its Lockheed Martin (LMT) position steady in Q3 2022 at 1,022 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #68.

UBP Investment Advisors first reported a position in LMT in Q2 2022 and has held it in 2 quarters since. The position peaked at $440K in Q2 2022. 2,129 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

  • UBP Investment Advisors held 1,022 shares of Lockheed Martin worth $390K as of Q3 2022.
  • UBP Investment Advisors left its Lockheed Martin share count unchanged in Q3 2022.
  • Lockheed Martin made up 0.2% of UBP Investment Advisors's portfolio in Q3 2022, its #68 holding.
  • UBP Investment Advisors first reported a position in Lockheed Martin in Q2 2022 and has held it in 2 quarters since.
  • UBP Investment Advisors's Lockheed Martin position peaked at $440K in Q2 2022.
  • 2,129 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.