Loveless Wealth Management’s Lockheed Martin LMT Stock Holding History

Loveless Wealth 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
2022 Q2	$838K	Sell	1,950 -10	-0.5%	-$4.39K	0.55%	61
2022 Q1	$865K	Buy	1,960 +50	+3%	+$20.3K	0.49%	65
2021 Q4	$679K	Sell	1,910 -25	-1%	-$8.65K	0.37%	81
2021 Q3	$668K	Hold	1,935	–	–	0.41%	80
2021 Q2	$732K	Hold	1,935	–	–	0.45%	71
2021 Q1	$715K	Buy	1,935 +75	+4%	+$25.7K	0.47%	66
2020 Q4	$660K	Sell	1,860 -70	-4%	-$25.7K	0.49%	66
2020 Q3	$740K	Sell	1,930 -50	-3%	-$19.1K	0.62%	56
2020 Q2	$723K	Sell	1,980 -50	-2%	-$18.9K	0.67%	53
2020 Q1	$688K	Sell	2,030 -75	-4%	-$29.5K	0.81%	46
2019 Q4	$871K	Buy	+2,105	New	+$808K	0.75%	50

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

Loveless Wealth Management's LMT Position: Q2 2022 in Review

Loveless Wealth Management reduced its Lockheed Martin (LMT) stake by 0.51% in Q2 2022, selling an estimated $4.39K and leaving 1,950 shares worth $838K. The position accounts for 0.55% of the portfolio, ranked #61.

Loveless Wealth Management first reported a position in LMT in Q4 2019 and has held it in 11 quarters since. The position peaked at $871K in Q4 2019. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

Loveless Wealth Management held 1,950 shares of Lockheed Martin worth $838K as of Q2 2022.
Loveless Wealth Management sold 10 Lockheed Martin shares in Q2 2022, an estimated $4.39K.
Lockheed Martin made up 0.55% of Loveless Wealth Management's portfolio in Q2 2022, its #61 holding.
Loveless Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Lockheed Martin position peaked at $871K in Q4 2019.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.