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Engrave Wealth Partners’s Lockheed Martin LMT Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-53
Closed -$19K – 264
2020
Q2 		$19K Hold
53
– – 0.02% 186
2020
Q1 		$17K Buy
53
+15
+39% +$5.9K 0.02% 165
2019
Q4 		$14K Buy
+38
New +$14.6K 0.01% 265

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Engrave Wealth Partners's LMT Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Lockheed Martin (LMT) in Q3 2020, closing a stake of 53 shares — an estimated $19K sold.

Engrave Wealth Partners first reported a position in LMT in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2020. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Lockheed Martin position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 53 Lockheed Martin shares in Q3 2020, an estimated $19K.
  • Engrave Wealth Partners first reported a position in Lockheed Martin in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Lockheed Martin position peaked at $19K in Q2 2020.
  • 1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.