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CLA (CliftonLarsonAllen) Wealth Advisors’s Lockheed Martin LMT Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
Q4 		– Sell
-1,565
Closed -$540K – 237
2021
Q3 		$540K Buy
1,565
+55
+4% +$19.9K 0.02% 213
2021
Q2 		$571K Buy
+1,510
New +$581K 0.02% 212

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

CLA (CliftonLarsonAllen) Wealth Advisors's LMT Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 1,565 shares — an estimated $540K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in LMT in Q2 2021 and held it in 2 quarters. The position peaked at $571K in Q2 2021. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,565 Lockheed Martin shares in Q4 2021, an estimated $540K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Lockheed Martin in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Lockheed Martin position peaked at $571K in Q2 2021.
  • 2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.