Vigilant Capital Management’s Lockheed Martin LMT Stock Holding History

Vigilant Capital 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 Q2	$89K	Buy	193 +13	+7%	+$6.03K	0.01%	228
2023 Q1	$85K	Sell	180 -42	-19%	-$19.7K	0.01%	223
2022 Q4	$108K	Sell	222 -69	-24%	-$32.1K	0.01%	205
2022 Q3	$112K	Buy	291 +21	+8%	+$8.77K	0.01%	207
2022 Q2	$116K	Sell	270 -450	-63%	-$198K	0.01%	201
2022 Q1	$318K	Sell	720 -100	-12%	-$40.5K	0.02%	132
2021 Q4	$291K	Buy	820 +252	+44%	+$87.2K	0.02%	158
2021 Q3	$196K	Sell	568 -380	-40%	-$138K	0.02%	155
2021 Q2	$359K	Buy	948 +182	+24%	+$70K	0.03%	110
2021 Q1	$283K	Sell	766 -159	-17%	-$54.5K	0.03%	121
2020 Q4	$328K	Sell	925 -183	-17%	-$67.3K	0.03%	93
2020 Q3	$425K	Buy	1,108 +516	+87%	+$197K	0.05%	81
2020 Q2	$216K	Sell	592 -82	-12%	-$31K	0.03%	123
2020 Q1	$229K	Buy	674 +69	+11%	+$27.1K	0.03%	99
2019 Q4	$236K	Buy	605 +79	+15%	+$30.3K	0.03%	126
2019 Q3	$205K	Buy	526 +283	+116%	+$106K	0.03%	132
2019 Q2	$88K	Hold	243	–	–	0.01%	194
2019 Q1	$73K	Sell	243 -279	-53%	-$81.8K	0.01%	203
2018 Q4	$137K	Buy	522 +312	+149%	+$94.7K	0.02%	157
2018 Q3	$73K	Buy	210 +104	+98%	+$33.6K	0.01%	234
2018 Q2	$31K	Sell	106 -89	-46%	-$28.7K	﹤0.01%	301
2018 Q1	$66K	Buy	195 +102	+110%	+$34.7K	0.01%	207
2017 Q4	$30K	Buy	93 +50	+116%	+$15.8K	﹤0.01%	271
2017 Q3	$13K	Hold	43	–	–	﹤0.01%	259
2017 Q2	$12K	Hold	43	–	–	﹤0.01%	233
2017 Q1	$12K	Hold	43	–	–	﹤0.01%	242
2016 Q4	$11K	Hold	43	–	–	﹤0.01%	244
2016 Q3	$10K	Hold	43	–	–	﹤0.01%	264
2016 Q2	$11K	Buy	+43	New	+$10.1K	﹤0.01%	270
2014 Q4	–	Sell	-14	Closed	-$3K	–	321
2014 Q3	$3K	Buy	+14	New	+$2.38K	﹤0.01%	270

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vigilant Capital Management's LMT Position: Q2 2023 in Review

Vigilant Capital Management increased its Lockheed Martin (LMT) stake by 7.2% in Q2 2023, buying an estimated $6.03K and bringing the position to 193 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #228.

Vigilant Capital Management first reported a position in LMT in Q3 2014 and has held it in 30 quarters since. The position peaked at $425K in Q3 2020. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Vigilant Capital Management held 193 shares of Lockheed Martin worth $89K as of Q2 2023.
Vigilant Capital Management bought 13 Lockheed Martin shares in Q2 2023, an estimated $6.03K.
Lockheed Martin made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #228 holding.
Vigilant Capital Management first reported a position in Lockheed Martin in Q3 2014 and has held it in 30 quarters since.
Vigilant Capital Management's Lockheed Martin position peaked at $425K in Q3 2020.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.