Harvest Group Wealth Management’s Lockheed Martin LMT Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-147	Closed	-$52K	–	400
2020 Q4	$52K	Sell	147 -37	-20%	-$13.6K	0.03%	105
2020 Q3	$71K	Sell	184 -56	-23%	-$21.4K	0.05%	76
2020 Q2	$87K	Buy	240 +2	+0.8%	+$755	0.07%	57
2020 Q1	$80K	Buy	238 +3	+1%	+$1.18K	0.08%	65
2019 Q4	$91K	Buy	235 +227	+2,838%	+$87.1K	0.08%	59
2019 Q3	$3K	Hold	8	–	–	﹤0.01%	568
2019 Q2	$2K	Hold	8	–	–	﹤0.01%	560
2019 Q1	$2K	Buy	+8	New	+$2.35K	﹤0.01%	643

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Group Wealth Management's LMT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 147 shares — an estimated $52K sold.

Harvest Group Wealth Management first reported a position in LMT in Q1 2019 and held it in 8 quarters. The position peaked at $91K in Q4 2019. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

Harvest Group Wealth Management reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 147 Lockheed Martin shares in Q1 2021, an estimated $52K.
Harvest Group Wealth Management first reported a position in Lockheed Martin in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Lockheed Martin position peaked at $91K in Q4 2019.
1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.