Lehman & Derafelo Financial Resources’s Lockheed Martin LMT Stock Holding History

Lehman & Derafelo Financial Resources’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 Q2	–	Sell	-657	Closed	-$290K	–	206
2022 Q1	$290K	Buy	657 +8	+1%	+$3.24K	0.08%	86
2021 Q4	$231K	Hold	649	–	–	0.07%	99
2021 Q3	$224K	Sell	649 -150	-19%	-$54.3K	0.07%	95
2021 Q2	$302K	Buy	799 +50	+7%	+$19.2K	0.08%	91
2021 Q1	$277K	Buy	749 +30	+4%	+$10.3K	0.08%	93
2020 Q4	$255K	Buy	719 +30	+4%	+$11K	0.08%	96
2020 Q3	$264K	Hold	689	–	–	0.08%	104
2020 Q2	$251K	Hold	689	–	–	0.09%	98
2020 Q1	$234K	Hold	689	–	–	0.1%	79
2019 Q4	$268K	Buy	689 +33	+5%	+$12.7K	0.1%	81
2019 Q3	$256K	Hold	656	–	–	0.1%	83
2019 Q2	$243K	Buy	+656	New	+$219K	0.1%	86

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's LMT Position: Q2 2022 in Review

Lehman & Derafelo Financial Resources sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 657 shares — an estimated $290K sold.

Lehman & Derafelo Financial Resources first reported a position in LMT in Q2 2019 and held it in 12 quarters. The position peaked at $302K in Q2 2021. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Lehman & Derafelo Financial Resources reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 657 Lockheed Martin shares in Q2 2022, an estimated $290K.
Lehman & Derafelo Financial Resources first reported a position in Lockheed Martin in Q2 2019 and held it in 12 quarters.
Lehman & Derafelo Financial Resources's Lockheed Martin position peaked at $302K in Q2 2021.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2022, filed 19 Jul 2022.