My Personal CFO LLC’s Lockheed Martin LMT Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-258	Closed	-$126K	–	494
2022 Q4	$126K	Buy	+258	New	+$120K	0.12%	80

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

My Personal CFO LLC's LMT Position: Q1 2023 in Review

My Personal CFO LLC sold out of Lockheed Martin (LMT) in Q1 2023, closing a stake of 258 shares — an estimated $126K sold.

My Personal CFO LLC first reported a position in LMT in Q4 2022 and held it in 1 quarter. The position peaked at $126K in Q4 2022. 2,278 funds tracked by Wall St. Rank hold LMT as of Q1 2023.

My Personal CFO LLC reported no remaining Lockheed Martin position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 258 Lockheed Martin shares in Q1 2023, an estimated $126K.
My Personal CFO LLC first reported a position in Lockheed Martin in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Lockheed Martin position peaked at $126K in Q4 2022.
2,278 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.