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Fiduciary Planning’s Lockheed Martin LMT Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-28
Closed -$10K – 172
2021
Q1 		$10K Buy
28
+27
+2,700% +$9.26K 0.02% 167
2020
Q4 		$0 Hold
1
– – ﹤0.01% 252
2020
Q3 		$0 Buy
+1
New +$382 ﹤0.01% 204

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

Fiduciary Planning's LMT Position: Q2 2021 in Review

Fiduciary Planning sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 28 shares — an estimated $10K sold.

Fiduciary Planning first reported a position in LMT in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 1,981 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

  • Fiduciary Planning reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 28 Lockheed Martin shares in Q2 2021, an estimated $10K.
  • Fiduciary Planning first reported a position in Lockheed Martin in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Lockheed Martin position peaked at $10K in Q1 2021.
  • 1,981 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.