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Aurora Private Wealth’s Lockheed Martin LMT Stock Holding History

Aurora Private Wealth’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
-595
Closed -$205K – 219
2021
Q3 		$205K Sell
595
-125
-17% -$45.2K 0.08% 197
2021
Q2 		$272K Sell
720
-4
-0.6% -$1.54K 0.11% 162
2021
Q1 		$267K Buy
724
+27
+4% +$9.26K 0.11% 165
2020
Q4 		$247K Sell
697
-45
-6% -$16.5K 0.1% 171
2020
Q3 		$285K Hold
742
– – 0.12% 146
2020
Q2 		$271K Sell
742
-727
-49% -$275K 0.12% 130
2020
Q1 		$498K Buy
+1,469
New +$578K 0.18% 119

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
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

Aurora Private Wealth's LMT Position: Q4 2021 in Review

Aurora Private Wealth sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 595 shares — an estimated $205K sold.

Aurora Private Wealth first reported a position in LMT in Q1 2020 and held it in 7 quarters. The position peaked at $498K in Q1 2020. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • Aurora Private Wealth reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
  • Aurora Private Wealth sold 595 Lockheed Martin shares in Q4 2021, an estimated $205K.
  • Aurora Private Wealth first reported a position in Lockheed Martin in Q1 2020 and held it in 7 quarters.
  • Aurora Private Wealth's Lockheed Martin position peaked at $498K in Q1 2020.
  • 2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Aurora Private Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.