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Zeke Capital Advisors’s Lockheed Martin LMT Stock Holding History

Zeke Capital 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 		$880K Buy
1,808
+277
+18% +$129K 0.06% 155
2022
Q3 		$591K Buy
1,531
+6
+0.4% +$2.5K 0.04% 189
2022
Q2 		$655K Sell
1,525
-37
-2% -$16.2K 0.04% 182
2022
Q1 		$690K Buy
+1,562
New +$633K 0.03% 182
2020
Q2 		– Sell
-1,425
Closed -$483K – 246
2020
Q1 		$483K Sell
1,425
-5,109
-78% -$2.01M 0.14% 96
2019
Q4 		$2.54M Sell
6,534
-164
-2% -$62.9K 0.21% 91
2019
Q3 		$2.61M Buy
6,698
+283
+4% +$106K 0.23% 86
2019
Q2 		$2.33M Sell
6,415
-45
-0.7% -$15.1K 0.22% 90
2019
Q1 		$1.94M Buy
6,460
+254
+4% +$74.5K 0.18% 100
2018
Q4 		$1.63M Buy
6,206
+1,419
+30% +$431K 0.16% 110
2018
Q3 		$1.66M Sell
4,787
-10
-0.2% -$3.23K 0.14% 131
2018
Q2 		$1.42M Sell
4,797
-1,740
-27% -$561K 0.13% 128
2018
Q1 		$2.21M Buy
6,537
+1,146
+21% +$390K 0.2% 87
2017
Q4 		$1.73M Buy
5,391
+1,228
+29% +$387K 0.18% 95
2017
Q3 		$1.29M Buy
4,163
+1,866
+81% +$557K 0.18% 97
2017
Q2 		$638K Buy
2,297
+629
+38% +$173K 0.12% 110
2017
Q1 		$446K Buy
1,668
+397
+31% +$104K 0.09% 130
2016
Q4 		$318K Buy
+1,271
New +$318K 0.09% 129

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

Zeke Capital Advisors's LMT Position: Q4 2022 in Review

Zeke Capital Advisors increased its Lockheed Martin (LMT) stake by 18% in Q4 2022, buying an estimated $129K and bringing the position to 1,808 shares worth $880K. The position accounts for 0.06% of the portfolio, ranked #155.

Zeke Capital Advisors first reported a position in LMT in Q4 2016 and has held it in 18 quarters since. The position peaked at $2.61M in Q3 2019. 2,315 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Zeke Capital Advisors held 1,808 shares of Lockheed Martin worth $880K as of Q4 2022.
  • Zeke Capital Advisors bought 277 Lockheed Martin shares in Q4 2022, an estimated $129K.
  • Lockheed Martin made up 0.06% of Zeke Capital Advisors's portfolio in Q4 2022, its #155 holding.
  • Zeke Capital Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 18 quarters since.
  • Zeke Capital Advisors's Lockheed Martin position peaked at $2.61M in Q3 2019.
  • 2,315 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

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