PSIWM
LMT icon

Paradigm Strategies in Wealth Management’s Lockheed Martin LMT Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-103
Closed -$39K – 144
2021
Q2 		$39K Buy
103
+2
+2% +$769 0.04% 111
2021
Q1 		$37K Buy
+101
New +$34.7K 0.04% 114

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Paradigm Strategies in Wealth Management's LMT Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 103 shares — an estimated $39K sold.

Paradigm Strategies in Wealth Management first reported a position in LMT in Q1 2021 and held it in 2 quarters. The position peaked at $39K in Q2 2021. 1,920 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 103 Lockheed Martin shares in Q3 2021, an estimated $39K.
  • Paradigm Strategies in Wealth Management first reported a position in Lockheed Martin in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Lockheed Martin position peaked at $39K in Q2 2021.
  • 1,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.