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Guardian Financial Partners’s Lockheed Martin LMT Stock Holding History

Guardian Financial Partners’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
Q3 		– Sell
-500
Closed -$215K – 36
2022
Q2 		$215K Buy
+500
New +$220K 0.24% 34

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Guardian Financial Partners's LMT Position: Q3 2022 in Review

Guardian Financial Partners sold out of Lockheed Martin (LMT) in Q3 2022, closing a stake of 500 shares — an estimated $215K sold.

Guardian Financial Partners first reported a position in LMT in Q2 2022 and held it in 1 quarter. The position peaked at $215K in Q2 2022. 2,130 funds tracked by Wall St. Rank hold LMT as of Q3 2022.

  • Guardian Financial Partners reported no remaining Lockheed Martin position as of Q3 2022 after selling out during the quarter.
  • Guardian Financial Partners sold 500 Lockheed Martin shares in Q3 2022, an estimated $215K.
  • Guardian Financial Partners first reported a position in Lockheed Martin in Q2 2022 and held it in 1 quarter.
  • Guardian Financial Partners's Lockheed Martin position peaked at $215K in Q2 2022.
  • 2,130 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2022.

Based on Guardian Financial Partners's 13F filing for Q3 2022, filed 19 Oct 2022.