MA Private Wealth’s Lockheed Martin LMT Stock Holding History

MA 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 Q2	–	Sell	-1,904	Closed	-$840K	–	74
2022 Q1	$840K	Buy	+1,904	New	+$772K	0.15%	44

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

MA Private Wealth's LMT Position: Q2 2022 in Review

MA Private Wealth sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 1,904 shares — an estimated $840K sold.

MA Private Wealth first reported a position in LMT in Q1 2022 and held it in 1 quarter. The position peaked at $840K in Q1 2022. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

MA Private Wealth reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
MA Private Wealth sold 1,904 Lockheed Martin shares in Q2 2022, an estimated $840K.
MA Private Wealth first reported a position in Lockheed Martin in Q1 2022 and held it in 1 quarter.
MA Private Wealth's Lockheed Martin position peaked at $840K in Q1 2022.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on MA Private Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.