Holistic Financial Partners’s Lockheed Martin LMT Stock Holding History

Holistic 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
2020 Q2	–	Sell	-835	Closed	-$283K	–	105
2020 Q1	$283K	Sell	835 -82	-9%	-$32.3K	0.29%	43
2019 Q4	$357K	Sell	917 -10	-1%	-$3.84K	0.21%	61
2019 Q3	$360K	Sell	927 -3	-0.3%	-$1.13K	0.32%	43
2019 Q2	$338K	Sell	930 -2	-0.2%	-$669	0.34%	39
2019 Q1	$280K	Buy	932 +53	+6%	+$15.5K	0.12%	87
2018 Q4	$230K	Buy	879 +14	+2%	+$4.25K	0.24%	52
2018 Q3	$299K	Buy	+865	New	+$279K	0.28%	46
2018 Q2	–	Sell	-815	Closed	-$275K	–	221
2018 Q1	$275K	Sell	815 -6	-0.7%	-$2.04K	0.23%	48
2017 Q4	$264K	Buy	+821	New	+$259K	0.22%	48

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Holistic Financial Partners's LMT Position: Q2 2020 in Review

Holistic Financial Partners sold out of Lockheed Martin (LMT) in Q2 2020, closing a stake of 835 shares — an estimated $283K sold.

Holistic Financial Partners first reported a position in LMT in Q4 2017 and held it in 9 quarters. The position peaked at $360K in Q3 2019. 1,820 funds tracked by Wall St. Rank hold LMT as of Q2 2020.

Holistic Financial Partners reported no remaining Lockheed Martin position as of Q2 2020 after selling out during the quarter.
Holistic Financial Partners sold 835 Lockheed Martin shares in Q2 2020, an estimated $283K.
Holistic Financial Partners first reported a position in Lockheed Martin in Q4 2017 and held it in 9 quarters.
Holistic Financial Partners's Lockheed Martin position peaked at $360K in Q3 2019.
1,820 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2020.

Based on Holistic Financial Partners's 13F filing for Q2 2020, filed 13 Aug 2020.