Innovative Portfolios’s Lockheed Martin LMT Stock Holding History

Innovative Portfolios’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 Q2	–	Sell	-685	Closed	-$253K	–	59
2021 Q1	$253K	Buy	+685	New	+$235K	0.01%	30

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Innovative Portfolios's LMT Position: Q2 2021 in Review

Innovative Portfolios sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 685 shares — an estimated $253K sold.

Innovative Portfolios first reported a position in LMT in Q1 2021 and held it in 1 quarter. The position peaked at $253K in Q1 2021. 1,981 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

Innovative Portfolios reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
Innovative Portfolios sold 685 Lockheed Martin shares in Q2 2021, an estimated $253K.
Innovative Portfolios first reported a position in Lockheed Martin in Q1 2021 and held it in 1 quarter.
Innovative Portfolios's Lockheed Martin position peaked at $253K in Q1 2021.
1,981 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on Innovative Portfolios's 13F filing for Q2 2021, filed 16 Aug 2021.