LifePro Asset Management’s Lockheed Martin LMT Stock Holding History

LifePro Asset Management’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
2023 Q3	–	Sell	-885	Closed	-$407K	–	122
2023 Q2	$407K	Buy	885 +201	+29%	+$93.3K	0.31%	66
2023 Q1	$333K	Hold	684	–	–	0.24%	78
2022 Q4	$333K	Sell	684 -69	-9%	-$32.1K	0.24%	77
2022 Q3	$291K	Buy	+753	New	+$314K	0.17%	60

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

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

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

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

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

LifePro Asset Management's LMT Position: Q3 2023 in Review

LifePro Asset Management sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 885 shares — an estimated $407K sold.

LifePro Asset Management first reported a position in LMT in Q3 2022 and held it in 4 quarters. The position peaked at $407K in Q2 2023. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

LifePro Asset Management reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
LifePro Asset Management sold 885 Lockheed Martin shares in Q3 2023, an estimated $407K.
LifePro Asset Management first reported a position in Lockheed Martin in Q3 2022 and held it in 4 quarters.
LifePro Asset Management's Lockheed Martin position peaked at $407K in Q2 2023.
2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on LifePro Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.