WIA
LMT icon

Wealthstreet Investment Advisors’s Lockheed Martin LMT Stock Holding History

Wealthstreet Investment 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
Q1 		$10K Hold
22
– – 0.27% 57
2021
Q4 		$8K Hold
22
– – 0.2% 59
2021
Q3 		$8K Hold
22
– – 0.22% 59
2021
Q2 		$8K Sell
22
-6,282
-100% -$2.42M 0.04% 84
2021
Q1 		$2.33M Hold
6,304
– – 0.23% 105
2020
Q4 		$2.24M Sell
6,304
-65
-1% -$23.9K 0.23% 104
2020
Q3 		$2.44M Hold
6,369
– – 0.27% 87
2020
Q2 		$2.32M Hold
6,369
– – 0.28% 84
2020
Q1 		$2.16M Sell
6,369
-249
-4% -$97.9K 0.32% 77
2019
Q4 		$2.58M Sell
6,618
-91
-1% -$34.9K 0.3% 80
2019
Q3 		$2.49M Buy
6,709
+299
+5% +$112K 0.32% 75
2019
Q2 		$2.33M Sell
6,410
-50
-0.8% -$16.7K 0.3% 80
2019
Q1 		$1.94M Buy
6,460
+93
+1% +$27.3K 0.26% 95
2018
Q4 		$1.83M Sell
6,367
-150
-2% -$45.5K 0.26% 95
2018
Q3 		$2.25M Hold
6,517
– – 0.28% 84
2018
Q2 		$1.93M Buy
6,517
+120
+2% +$38.7K 0.25% 95
2018
Q1 		$2.16M Buy
6,397
+400
+7% +$136K 0.27% 91
2017
Q4 		$1.93M Buy
+5,997
New +$1.89M 0.23% 103

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's LMT Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Lockheed Martin (LMT) position steady in Q1 2022 at 22 shares worth $10K. The position accounts for 0.27% of the portfolio, ranked #57.

Wealthstreet Investment Advisors first reported a position in LMT in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.58M in Q4 2019. 2,176 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • Wealthstreet Investment Advisors held 22 shares of Lockheed Martin worth $10K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Lockheed Martin share count unchanged in Q1 2022.
  • Lockheed Martin made up 0.27% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #57 holding.
  • Wealthstreet Investment Advisors first reported a position in Lockheed Martin in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Lockheed Martin position peaked at $2.58M in Q4 2019.
  • 2,176 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.