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Brendel Financial Advisors’s Lockheed Martin LMT Stock Holding History

Brendel Financial Advisors’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
Q3 		– Sell
-687
Closed -$260K – 184
2021
Q2 		$260K Buy
+687
New +$264K 0.14% 93

Other funds holding LMT

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

Brendel Financial Advisors's LMT Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 687 shares — an estimated $260K sold.

Brendel Financial Advisors first reported a position in LMT in Q2 2021 and held it in 1 quarter. The position peaked at $260K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 687 Lockheed Martin shares in Q3 2021, an estimated $260K.
  • Brendel Financial Advisors first reported a position in Lockheed Martin in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Lockheed Martin position peaked at $260K in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.