V Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,439
| Closed | -$1.12M | – | 256 |
|
|
2023
Q2 | $1.12M | Buy |
2,439
+36
| +1% | +$16.7K | 0.19% | 103 |
|
|
2023
Q1 | $1.14M | Sell |
2,403
-40
| -2% | -$18.8K | 0.21% | 103 |
|
|
2022
Q4 | $1.19M | Sell |
2,443
-1,390
| -36% | -$646K | 0.25% | 95 |
|
|
2022
Q3 | $1.48M | Sell |
3,833
-157
| -4% | -$65.6K | 0.3% | 77 |
|
|
2022
Q2 | $1.72M | Buy |
3,990
+667
| +20% | +$293K | 0.32% | 75 |
|
|
2022
Q1 | $1.47M | Buy |
3,323
+138
| +4% | +$55.9K | 0.23% | 106 |
|
|
2021
Q4 | $1.13M | Sell |
3,185
-1,833
| -37% | -$634K | 0.17% | 140 |
|
|
2021
Q3 | $1.73M | Buy |
5,018
+152
| +3% | +$55K | 0.27% | 84 |
|
|
2021
Q2 | $1.84M | Buy |
4,866
+855
| +21% | +$329K | 0.29% | 78 |
|
|
2021
Q1 | $1.48M | Buy |
4,011
+270
| +7% | +$92.6K | 0.27% | 93 |
|
|
2020
Q4 | $1.33M | Buy |
3,741
+2,798
| +297% | +$1.03M | 0.27% | 95 |
|
|
2020
Q3 | $361K | Sell |
943
-2,069
| -69% | -$790K | 0.25% | 107 |
|
|
2020
Q2 | $1.1M | Sell |
3,012
-545
| -15% | -$206K | 0.29% | 87 |
|
|
2020
Q1 | $1.21M | Buy |
3,557
+907
| +34% | +$357K | 0.38% | 67 |
|
|
2019
Q4 | $1.03M | Hold |
2,650
| – | – | 0.37% | 72 |
|
|
2019
Q3 | $1.03M | Buy |
2,650
+699
| +36% | +$263K | 0.37% | 72 |
|
|
2019
Q2 | $713K | Buy |
1,951
+54
| +3% | +$18.1K | 0.27% | 96 |
|
|
2019
Q1 | $626K | Buy |
1,897
+356
| +23% | +$104K | 0.25% | 103 |
|
|
2018
Q4 | $416K | Buy |
1,541
+302
| +24% | +$91.6K | 0.21% | 119 |
|
|
2018
Q3 | $428K | Buy |
1,239
+11
| +0.9% | +$3.55K | 0.2% | 128 |
|
|
2018
Q2 | $378K | Sell |
1,228
-312
| -20% | -$101K | 0.21% | 119 |
|
|
2018
Q1 | $516K | Buy |
1,540
+159
| +12% | +$54.1K | 0.28% | 101 |
|
|
2017
Q4 | $458K | Buy |
1,381
+669
| +94% | +$211K | 0.23% | 110 |
|
|
2017
Q3 | $221K | Sell |
712
-711
| -50% | -$212K | 0.11% | 168 |
|
|
2017
Q2 | $394K | Sell |
1,423
-357
| -20% | -$98.1K | 0.18% | 114 |
|
|
2017
Q1 | $474K | Buy |
1,780
+99
| +6% | +$25.9K | 0.29% | 93 |
|
|
2016
Q4 | $419K | Buy |
1,681
+86
| +5% | +$21.5K | 0.31% | 95 |
|
|
2016
Q3 | $383K | Sell |
1,595
-151
| -9% | -$37.8K | 0.31% | 97 |
|
|
2016
Q2 | $434K | Buy |
1,746
+70
| +4% | +$16.5K | 0.36% | 87 |
|
|
2016
Q1 | $373K | Buy |
+1,676
| New | +$361K | 0.3% | 86 |
|
Other funds holding LMT
V Wealth Advisors's LMT Position: Q3 2023 in Review
V Wealth Advisors sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 2,439 shares — an estimated $1.12M sold.
V Wealth Advisors first reported a position in LMT in Q1 2016 and held it in 30 quarters. The position peaked at $1.84M in Q2 2021. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.
- V Wealth Advisors reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
- V Wealth Advisors sold 2,439 Lockheed Martin shares in Q3 2023, an estimated $1.12M.
- V Wealth Advisors first reported a position in Lockheed Martin in Q1 2016 and held it in 30 quarters.
- V Wealth Advisors's Lockheed Martin position peaked at $1.84M in Q2 2021.
- 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.
Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.