NEIRG Wealth Management’s Lockheed Martin LMT Stock Holding History

NEIRG 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
2023 Q3	–	Sell	-4,657	Closed	-$2.14M	–	65
2023 Q2	$2.14M	Sell	4,657 -586	-11%	-$272K	0.4%	57
2023 Q1	$2.48M	Sell	5,243 -111	-2%	-$52.1K	0.43%	58
2022 Q4	$2.6M	Sell	5,354 -79	-1%	-$36.7K	0.49%	63
2022 Q3	$2.1M	Sell	5,433 -150	-3%	-$62.6K	0.42%	69
2022 Q2	$2.4M	Sell	5,583 -187	-3%	-$82.1K	0.52%	60
2022 Q1	$2.55M	Buy	+5,770	New	+$2.34M	0.5%	54

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NEIRG Wealth Management's LMT Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 4,657 shares — an estimated $2.14M sold.

NEIRG Wealth Management first reported a position in LMT in Q1 2022 and held it in 6 quarters. The position peaked at $2.6M in Q4 2022. 2,263 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

NEIRG Wealth Management reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 4,657 Lockheed Martin shares in Q3 2023, an estimated $2.14M.
NEIRG Wealth Management first reported a position in Lockheed Martin in Q1 2022 and held it in 6 quarters.
NEIRG Wealth Management's Lockheed Martin position peaked at $2.6M in Q4 2022.
2,263 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.