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MPS Loria Financial Planners’s Lockheed Martin LMT Stock Holding History

MPS Loria Financial Planners’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
-130
Closed -$48K – 373
2021
Q1 		$48K Sell
130
-28
-18% -$9.61K 0.02% 165
2020
Q4 		$54K Buy
+158
New +$58.1K 0.02% 155
2017
Q3 		– Sell
-100
Closed -$31K – 226
2017
Q2 		$31K Buy
+100
New +$27.5K 0.02% 196

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's LMT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 130 shares — an estimated $48K sold.

MPS Loria Financial Planners first reported a position in LMT in Q2 2017 and held it in 3 quarters. The position peaked at $54K in Q4 2020. 1,981 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 130 Lockheed Martin shares in Q2 2021, an estimated $48K.
  • MPS Loria Financial Planners first reported a position in Lockheed Martin in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's Lockheed Martin position peaked at $54K in Q4 2020.
  • 1,981 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.