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Frisch Financial Group’s Lockheed Martin LMT Stock Holding History

Frisch Financial Group’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
2020
Q2 		– Sell
-686
Closed -$232K – 102
2020
Q1 		$232K Sell
686
-87
-11% -$34.2K 0.14% 88
2019
Q4 		$301K Buy
+773
New +$297K 0.14% 86

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Frisch Financial Group's LMT Position: Q2 2020 in Review

Frisch Financial Group sold out of Lockheed Martin (LMT) in Q2 2020, closing a stake of 686 shares — an estimated $232K sold.

Frisch Financial Group first reported a position in LMT in Q4 2019 and held it in 2 quarters. The position peaked at $301K in Q4 2019. 1,820 funds tracked by Wall St. Rank hold LMT as of Q2 2020.

  • Frisch Financial Group reported no remaining Lockheed Martin position as of Q2 2020 after selling out during the quarter.
  • Frisch Financial Group sold 686 Lockheed Martin shares in Q2 2020, an estimated $232K.
  • Frisch Financial Group first reported a position in Lockheed Martin in Q4 2019 and held it in 2 quarters.
  • Frisch Financial Group's Lockheed Martin position peaked at $301K in Q4 2019.
  • 1,820 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2020.

Based on Frisch Financial Group's 13F filing for Q2 2020, filed 6 Aug 2020.