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V Wealth Advisors’s Lockheed Martin LMT Stock Holding History

V Wealth 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
2020
Q1 		– Sell
-1,000
Closed -$390K – 344
2019
Q4 		$390K Hold
1,000
– – 0.14% 174
2019
Q3 		$390K Buy
+1,000
New +$376K 0.14% 174

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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.