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Accretive Wealth Partners’s Lockheed Martin LMT Stock Holding History

Accretive Wealth Partners’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
2021
Q4 		– Sell
-2,766
Closed -$955K – 110
2021
Q3 		$955K Buy
2,766
+183
+7% +$66.2K 0.67% 62
2021
Q2 		$977K Buy
2,583
+372
+17% +$143K 0.7% 59
2021
Q1 		$817K Buy
2,211
+186
+9% +$63.8K 0.74% 59
2020
Q4 		$719K Buy
+2,025
New +$744K 0.71% 60

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Accretive Wealth Partners's LMT Position: Q4 2021 in Review

Accretive Wealth Partners sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 2,766 shares — an estimated $955K sold.

Accretive Wealth Partners first reported a position in LMT in Q4 2020 and held it in 4 quarters. The position peaked at $977K in Q2 2021. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • Accretive Wealth Partners reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
  • Accretive Wealth Partners sold 2,766 Lockheed Martin shares in Q4 2021, an estimated $955K.
  • Accretive Wealth Partners first reported a position in Lockheed Martin in Q4 2020 and held it in 4 quarters.
  • Accretive Wealth Partners's Lockheed Martin position peaked at $977K in Q2 2021.
  • 2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Accretive Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.