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FirstPurpose Wealth’s Lockheed Martin LMT Stock Holding History

FirstPurpose Wealth’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
Q2 		– Sell
-459
Closed -$217K – 201
2023
Q1 		$217K Sell
459
-30
-6% -$14.1K 0.11% 172
2022
Q4 		$238K Buy
+489
New +$227K 0.13% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FirstPurpose Wealth's LMT Position: Q2 2023 in Review

FirstPurpose Wealth sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 459 shares — an estimated $217K sold.

FirstPurpose Wealth first reported a position in LMT in Q4 2022 and held it in 2 quarters. The position peaked at $238K in Q4 2022. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

  • FirstPurpose Wealth reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 459 Lockheed Martin shares in Q2 2023, an estimated $217K.
  • FirstPurpose Wealth first reported a position in Lockheed Martin in Q4 2022 and held it in 2 quarters.
  • FirstPurpose Wealth's Lockheed Martin position peaked at $238K in Q4 2022.
  • 2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on FirstPurpose Wealth's 13F filing for Q2 2023, filed 21 Jul 2023.