Insight Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Insight Wealth Strategies’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 Q1	–	Sell	-6,312	Closed	-$2.24M	–	165
2021 Q4	$2.24M	Buy	6,312 +896	+17%	+$310K	0.32%	45
2021 Q3	$1.87M	Buy	5,416 +353	+7%	+$128K	0.26%	54
2021 Q2	$1.92M	Sell	5,063 -1,176	-19%	-$452K	0.27%	49
2021 Q1	$2.31M	Buy	6,239 +2,268	+57%	+$778K	0.31%	44
2020 Q4	$1.41M	Buy	3,971 +263	+7%	+$96.7K	0.24%	60
2020 Q3	$1.42M	Buy	3,708 +686	+23%	+$262K	0.26%	44
2020 Q2	$1.1M	Buy	3,022 +267	+10%	+$101K	0.25%	41
2020 Q1	$934K	Sell	2,755 -1,834	-40%	-$721K	0.25%	38
2019 Q4	$1.79M	Buy	4,589 +510	+13%	+$196K	0.38%	56
2019 Q3	$1.59M	Buy	4,079 +3,390	+492%	+$1.27M	0.37%	54
2019 Q2	$250K	Buy	+689	New	+$230K	0.06%	145

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Insight Wealth Strategies's LMT Position: Q1 2022 in Review

Insight Wealth Strategies sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 6,312 shares — an estimated $2.24M sold.

Insight Wealth Strategies first reported a position in LMT in Q2 2019 and held it in 11 quarters. The position peaked at $2.31M in Q1 2021. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

Insight Wealth Strategies reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
Insight Wealth Strategies sold 6,312 Lockheed Martin shares in Q1 2022, an estimated $2.24M.
Insight Wealth Strategies first reported a position in Lockheed Martin in Q2 2019 and held it in 11 quarters.
Insight Wealth Strategies's Lockheed Martin position peaked at $2.31M in Q1 2021.
2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Insight Wealth Strategies's 13F filing for Q1 2022, filed 12 Apr 2022.