Evolution Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Evolution 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	-42	Closed	-$14K	–	419
2021 Q3	$14K	Hold	42	–	–	﹤0.01%	362
2021 Q2	$16K	Hold	42	–	–	﹤0.01%	336
2021 Q1	$16K	Hold	42	–	–	﹤0.01%	333
2020 Q4	$15K	Sell	42 -3	-7%	-$1.1K	﹤0.01%	299
2020 Q3	$17K	Buy	45 +3	+7%	+$1.15K	﹤0.01%	290
2020 Q2	$15K	Buy	+42	New	+$15.9K	﹤0.01%	236
2020 Q1	–	Sell	-44	Closed	-$17K	–	512
2019 Q4	$17K	Buy	44 +2	+5%	+$767	﹤0.01%	244
2019 Q3	$16K	Hold	42	–	–	0.01%	125
2019 Q2	$15K	Buy	+42	New	+$14.1K	0.01%	147
2019 Q1	–	Sell	-48	Closed	-$13K	–	130
2018 Q4	$13K	Buy	+48	New	+$14.6K	0.01%	119

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's LMT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 42 shares — an estimated $14K sold.

Evolution Wealth Advisors first reported a position in LMT in Q4 2018 and held it in 10 quarters. The position peaked at $17K in Q3 2020. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

Evolution Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 42 Lockheed Martin shares in Q4 2021, an estimated $14K.
Evolution Wealth Advisors first reported a position in Lockheed Martin in Q4 2018 and held it in 10 quarters.
Evolution Wealth Advisors's Lockheed Martin position peaked at $17K in Q3 2020.
2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.