Filbrandt Wealth Management’s Lockheed Martin LMT Stock Holding History

Filbrandt 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
2021 Q3	$108K	Buy	314 +2	+0.6%	+$724	0.06%	54
2021 Q2	$118K	Sell	312 -1	-0.3%	-$384	0.07%	55
2021 Q1	$116K	Buy	313 +13	+4%	+$4.46K	0.07%	54
2020 Q4	$106K	Hold	300	–	–	0.07%	52
2020 Q3	$115K	Sell	300 -336	-53%	-$128K	0.09%	44
2020 Q2	$232K	Buy	636 +336	+112%	+$127K	0.18%	33
2020 Q1	$102K	Hold	300	–	–	0.11%	42
2019 Q4	$116K	Buy	+300	New	+$115K	0.1%	44

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

Filbrandt Wealth Management's LMT Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Lockheed Martin (LMT) stake by 0.64% in Q3 2021, buying an estimated $724 and bringing the position to 314 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #54.

Filbrandt Wealth Management first reported a position in LMT in Q4 2019 and has held it in 8 quarters since. The position peaked at $232K in Q2 2020. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Filbrandt Wealth Management held 314 shares of Lockheed Martin worth $108K as of Q3 2021.
Filbrandt Wealth Management bought 2 Lockheed Martin shares in Q3 2021, an estimated $724.
Lockheed Martin made up 0.06% of Filbrandt Wealth Management's portfolio in Q3 2021, its #54 holding.
Filbrandt Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's Lockheed Martin position peaked at $232K in Q2 2020.
1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.