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Windsor Wealth Management’s Lockheed Martin LMT Stock Holding History

Windsor Wealth 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
2022
Q4 		– Sell
-513
Closed -$207K – 166
2022
Q3 		$207K Sell
513
-30
-6% -$12.5K 0.05% 146
2022
Q2 		$231K Sell
543
-3,818
-88% -$1.68M 0.06% 135
2022
Q1 		$2.01M Buy
4,361
+28
+0.6% +$11.4K 0.37% 46
2021
Q4 		$1.57M Buy
+4,333
New +$1.5M 0.29% 69
2021
Q1 		– Sell
-635
Closed -$225K – 201
2020
Q4 		$225K Sell
635
-84
-12% -$30.9K 0.06% 180
2020
Q3 		$265K Sell
719
-243
-25% -$92.7K 0.08% 168
2020
Q2 		$351K Sell
962
-57
-6% -$21.5K 0.11% 144
2020
Q1 		$346K Buy
1,019
+35
+4% +$13.8K 0.14% 135
2019
Q4 		$383K Sell
984
-320
-25% -$123K 0.14% 138
2019
Q3 		$493K Sell
1,304
-72
-5% -$27.1K 0.21% 112
2019
Q2 		$497K Buy
1,376
+69
+5% +$23.1K 0.22% 112
2019
Q1 		$392K Buy
1,307
+38
+3% +$11.1K 0.22% 108
2018
Q4 		$332K Hold
1,269
– – 0.23% 101
2018
Q3 		$439K Sell
1,269
-82
-6% -$26.5K 0.29% 91
2018
Q2 		$399K Buy
1,351
+505
+60% +$163K 0.31% 85
2018
Q1 		$286K Hold
846
– – 0.24% 101
2017
Q4 		$272K Buy
+846
New +$267K 0.23% 99

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

Windsor Wealth Management's LMT Position: Q4 2022 in Review

Windsor Wealth Management sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 513 shares — an estimated $207K sold.

Windsor Wealth Management first reported a position in LMT in Q4 2017 and held it in 17 quarters. The position peaked at $2.01M in Q1 2022. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Windsor Wealth Management reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 513 Lockheed Martin shares in Q4 2022, an estimated $207K.
  • Windsor Wealth Management first reported a position in Lockheed Martin in Q4 2017 and held it in 17 quarters.
  • Windsor Wealth Management's Lockheed Martin position peaked at $2.01M in Q1 2022.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Windsor Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.