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Leverty Financial Group’s Lockheed Martin LMT Stock Holding History

Leverty Financial Group’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
-179
Closed -$63K – 82
2021
Q4 		$63K Buy
+179
New +$61.9K 0.05% 36

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

Leverty Financial Group's LMT Position: Q1 2022 in Review

Leverty Financial Group sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 179 shares — an estimated $63K sold.

Leverty Financial Group first reported a position in LMT in Q4 2021 and held it in 1 quarter. The position peaked at $63K in Q4 2021. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • Leverty Financial Group reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 179 Lockheed Martin shares in Q1 2022, an estimated $63K.
  • Leverty Financial Group first reported a position in Lockheed Martin in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's Lockheed Martin position peaked at $63K in Q4 2021.
  • 2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.