FWM
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Foresight Wealth Management’s Lockheed Martin LMT Stock Holding History

Foresight 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
2022
Q4 		– Sell
-2,321
Closed -$897K – 63
2022
Q3 		$897K Hold
2,321
– – 0.21% 42
2022
Q2 		$998K Hold
2,321
– – 0.21% 41
2022
Q1 		$1.02M Sell
2,321
-369
-14% -$150K 0.19% 42
2021
Q4 		$956K Hold
2,690
– – 0.01% 47
2021
Q3 		$928K Hold
2,690
– – 0.19% 40
2021
Q2 		$1.02M Buy
2,690
+1
+0% +$384 0.23% 42
2021
Q1 		$994K Sell
2,689
-450
-14% -$154K 0.25% 41
2020
Q4 		$1.11M Hold
3,139
– – 0.3% 36
2020
Q3 		$1.2M Sell
3,139
-43
-1% -$16.4K 0.4% 29
2020
Q2 		$1.16M Sell
3,182
-3
-0.1% -$1.13K 0.53% 32
2020
Q1 		$1.08M Buy
3,185
+3
+0.1% +$1.18K 0.74% 28
2019
Q4 		$1.24M Buy
+3,182
New +$1.22M 0.76% 29

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return