Financial & Tax Architects’s Lockheed Martin LMT Stock Holding History

Financial & Tax Architects’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
2023 Q3	–	Sell	-479	Closed	-$221K	–	88
2023 Q2	$221K	Buy	+479	New	+$222K	0.07%	77

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial & Tax Architects's LMT Position: Q3 2023 in Review

Financial & Tax Architects sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 479 shares — an estimated $221K sold.

Financial & Tax Architects first reported a position in LMT in Q2 2023 and held it in 1 quarter. The position peaked at $221K in Q2 2023. 2,263 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

Financial & Tax Architects reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
Financial & Tax Architects sold 479 Lockheed Martin shares in Q3 2023, an estimated $221K.
Financial & Tax Architects first reported a position in Lockheed Martin in Q2 2023 and held it in 1 quarter.
Financial & Tax Architects's Lockheed Martin position peaked at $221K in Q2 2023.
2,263 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Financial & Tax Architects's 13F filing for Q3 2023, filed 19 Oct 2023.