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WCG Wealth Advisors’s Lockheed Martin LMT Stock Holding History

WCG 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
2022
Q4 		– Sell
-3,790
Closed -$1.6M – 228
2022
Q3 		$1.6M Sell
3,790
-3
-0.1% -$1.25K 0.21% 93
2022
Q2 		$1.63M Buy
+3,793
New +$1.67M 0.23% 83

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

WCG Wealth Advisors's LMT Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 3,790 shares — an estimated $1.6M sold.

WCG Wealth Advisors first reported a position in LMT in Q2 2022 and held it in 2 quarters. The position peaked at $1.63M in Q2 2022. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 3,790 Lockheed Martin shares in Q4 2022, an estimated $1.6M.
  • WCG Wealth Advisors first reported a position in Lockheed Martin in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Lockheed Martin position peaked at $1.63M in Q2 2022.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.