Atlas Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-141	Closed	-$52K	–	255
2021 Q1	$52K	Sell	141 -730	-84%	-$250K	0.03%	181
2020 Q4	$309K	Sell	871 -5	-0.6%	-$1.84K	0.22%	94
2020 Q3	$336K	Sell	876 -288	-25%	-$110K	0.26%	85
2020 Q2	$425K	Sell	1,164 -6	-0.5%	-$2.27K	0.34%	78
2020 Q1	$397K	Buy	1,170 +7	+0.6%	+$2.75K	0.37%	73
2019 Q4	$453K	Buy	+1,163	New	+$446K	0.35%	84

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Management's LMT Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 141 shares — an estimated $52K sold.

Atlas Private Wealth Management first reported a position in LMT in Q4 2019 and held it in 6 quarters. The position peaked at $453K in Q4 2019. 1,981 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

Atlas Private Wealth Management reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 141 Lockheed Martin shares in Q2 2021, an estimated $52K.
Atlas Private Wealth Management first reported a position in Lockheed Martin in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Lockheed Martin position peaked at $453K in Q4 2019.
1,981 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.