Avondale Wealth Management’s Lockheed Martin LMT Stock Holding History

Avondale 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 Q1	–	Sell	-28	Closed	-$10K	–	101
2020 Q4	$10K	Hold	28	–	–	0.01%	95
2020 Q3	$11K	Hold	28	–	–	0.02%	84
2020 Q2	$10K	Hold	28	–	–	0.01%	85
2020 Q1	$9K	Hold	28	–	–	0.01%	92
2019 Q4	$11K	Hold	28	–	–	0.02%	88
2019 Q3	$11K	Hold	28	–	–	0.02%	89
2019 Q2	$10K	Hold	28	–	–	0.01%	97
2019 Q1	$8K	Hold	28	–	–	0.01%	100
2018 Q4	$7K	Hold	28	–	–	0.01%	102
2018 Q3	$10K	Hold	28	–	–	0.01%	85
2018 Q2	$8K	Hold	28	–	–	0.01%	89
2018 Q1	$9K	Hold	28	–	–	0.01%	90
2017 Q4	$9K	Buy	+28	New	+$8.83K	0.01%	100

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avondale Wealth Management's LMT Position: Q1 2021 in Review

Avondale Wealth Management sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 28 shares — an estimated $10K sold.

Avondale Wealth Management first reported a position in LMT in Q4 2017 and held it in 13 quarters. The position peaked at $11K in Q3 2020. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

Avondale Wealth Management reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
Avondale Wealth Management sold 28 Lockheed Martin shares in Q1 2021, an estimated $10K.
Avondale Wealth Management first reported a position in Lockheed Martin in Q4 2017 and held it in 13 quarters.
Avondale Wealth Management's Lockheed Martin position peaked at $11K in Q3 2020.
1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Avondale Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.