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IronBridge Private Wealth’s Lockheed Martin LMT Stock Holding History

IronBridge Private Wealth’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
-50
Closed -$18K – 186
2021
Q4 		$18K Hold
50
– – 0.01% 136
2021
Q3 		$17K Hold
50
– – 0.01% 113
2021
Q2 		$19K Buy
+50
New +$19.2K 0.01% 105

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IronBridge Private Wealth's LMT Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 50 shares — an estimated $18K sold.

IronBridge Private Wealth first reported a position in LMT in Q2 2021 and held it in 3 quarters. The position peaked at $19K in Q2 2021. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 50 Lockheed Martin shares in Q1 2022, an estimated $18K.
  • IronBridge Private Wealth first reported a position in Lockheed Martin in Q2 2021 and held it in 3 quarters.
  • IronBridge Private Wealth's Lockheed Martin position peaked at $19K in Q2 2021.
  • 2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.