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WC Walker & Associates’s Lockheed Martin LMT Stock Holding History

WC Walker & Associates’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
Q4 		$265K Buy
552
+44
+9% +$20.4K 0.14% 69
2022
Q3 		$235K Hold
508
– – 0.13% 72
2022
Q2 		$203K Hold
508
– – 0.12% 70
2022
Q1 		$239K Buy
+508
New +$206K 0.12% 68

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

WC Walker & Associates's LMT Position: Q4 2022 in Review

WC Walker & Associates increased its Lockheed Martin (LMT) stake by 8.7% in Q4 2022, buying an estimated $20.4K and bringing the position to 552 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #69.

WC Walker & Associates first reported a position in LMT in Q1 2022 and has held it in 4 quarters since. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • WC Walker & Associates held 552 shares of Lockheed Martin worth $265K as of Q4 2022.
  • WC Walker & Associates bought 44 Lockheed Martin shares in Q4 2022, an estimated $20.4K.
  • Lockheed Martin made up 0.14% of WC Walker & Associates's portfolio in Q4 2022, its #69 holding.
  • WC Walker & Associates first reported a position in Lockheed Martin in Q1 2022 and has held it in 4 quarters since.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.