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Allegheny Financial Group’s Lockheed Martin LMT Stock Holding History

Allegheny Financial Group’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 		– Sell
-753
Closed -$268K – 164
2021
Q4 		$268K Buy
753
+81
+12% +$28K 0.11% 127
2021
Q3 		$232K Hold
672
– – 0.11% 128
2021
Q2 		$254K Sell
672
-1
-0.1% -$384 0.11% 122
2021
Q1 		$249K Hold
673
– – 0.18% 81
2020
Q4 		$239K Buy
+673
New +$247K 0.13% 112

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allegheny Financial Group's LMT Position: Q1 2022 in Review

Allegheny Financial Group sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 753 shares — an estimated $268K sold.

Allegheny Financial Group first reported a position in LMT in Q4 2020 and held it in 5 quarters. The position peaked at $268K in Q4 2021. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • Allegheny Financial Group reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
  • Allegheny Financial Group sold 753 Lockheed Martin shares in Q1 2022, an estimated $268K.
  • Allegheny Financial Group first reported a position in Lockheed Martin in Q4 2020 and held it in 5 quarters.
  • Allegheny Financial Group's Lockheed Martin position peaked at $268K in Q4 2021.
  • 2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Allegheny Financial Group's 13F filing for Q1 2022, filed 11 May 2022.