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Personal Wealth Partners’s Lockheed Martin LMT Stock Holding History

Personal Wealth Partners’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
-6
Closed -$2K – 254
2021
Q2 		$2K Buy
+6
New +$2.31K ﹤0.01% 383
2020
Q1 		– Sell
-1
Closed – – 360
2019
Q4 		$0 Hold
1
– – ﹤0.01% 609
2019
Q3 		$0 Buy
+1
New +$376 ﹤0.01% 620

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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

Personal Wealth Partners's LMT Position: Q3 2021 in Review

Personal Wealth Partners sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 6 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in LMT in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Personal Wealth Partners reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 6 Lockheed Martin shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Lockheed Martin in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Lockheed Martin position peaked at $2K in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.