MFG
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Monumental Financial Group’s Lockheed Martin LMT Stock Holding History

Monumental 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
2021
Q2 		– Sell
-1,141
Closed -$422K – 104
2021
Q1 		$422K Buy
+1,141
New +$391K 0.4% 45

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Monumental Financial Group's LMT Position: Q2 2021 in Review

Monumental Financial Group sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 1,141 shares — an estimated $422K sold.

Monumental Financial Group first reported a position in LMT in Q1 2021 and held it in 1 quarter. The position peaked at $422K in Q1 2021. 1,982 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

  • Monumental Financial Group reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
  • Monumental Financial Group sold 1,141 Lockheed Martin shares in Q2 2021, an estimated $422K.
  • Monumental Financial Group first reported a position in Lockheed Martin in Q1 2021 and held it in 1 quarter.
  • Monumental Financial Group's Lockheed Martin position peaked at $422K in Q1 2021.
  • 1,982 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on Monumental Financial Group's 13F filing for Q2 2021, filed 12 Aug 2021.