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Elmwood Wealth Management’s Lockheed Martin LMT Stock Holding History

Elmwood 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
2022
Q1 		– Sell
-5
Closed -$2K – 225
2021
Q4 		$2K Buy
+5
New +$1.73K ﹤0.01% 346
2021
Q2 		$2K Hold
5
– – ﹤0.01% 307
2021
Q1 		$2K Buy
+5
New +$1.72K ﹤0.01% 299
2020
Q3 		$2K Hold
5
– – ﹤0.01% 235
2020
Q2 		$2K Buy
+5
New +$1.89K ﹤0.01% 235

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elmwood Wealth Management's LMT Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 5 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in LMT in Q2 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2021. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 5 Lockheed Martin shares in Q1 2022, an estimated $2K.
  • Elmwood Wealth Management first reported a position in Lockheed Martin in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's Lockheed Martin position peaked at $2K in Q4 2021.
  • 2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.