Parisi Gray Wealth Management’s Lockheed Martin LMT Stock Holding History

Parisi Gray 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	-323	Closed	-$122K	–	353
2021 Q2	$122K	Buy	+323	New	+$124K	0.04%	175
2019 Q2	–	Sell	-477	Closed	-$143K	–	290
2019 Q1	$143K	Sell	477 -37	-7%	-$10.9K	0.09%	106
2018 Q4	$134K	Buy	514 +8	+2%	+$2.43K	0.09%	109
2018 Q3	$175K	Buy	506 +55	+12%	+$17.7K	0.11%	108
2018 Q2	$135K	Buy	451 +11	+3%	+$3.55K	0.09%	122
2018 Q1	$147K	Buy	440 +4	+0.9%	+$1.36K	0.11%	111
2017 Q4	$139K	Buy	+436	New	+$137K	0.1%	116

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Parisi Gray Wealth Management's LMT Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 323 shares — an estimated $122K sold.

Parisi Gray Wealth Management first reported a position in LMT in Q4 2017 and held it in 7 quarters. The position peaked at $175K in Q3 2018. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 323 Lockheed Martin shares in Q3 2021, an estimated $122K.
Parisi Gray Wealth Management first reported a position in Lockheed Martin in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Lockheed Martin position peaked at $175K in Q3 2018.
1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.