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Phillips Wealth Planners’s Lockheed Martin LMT Stock Holding History

Phillips Wealth Planners’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
-480
Closed -$221K – 151
2023
Q2 		$221K Sell
480
-67
-12% -$31.1K 0.29% 131
2023
Q1 		$257K Sell
547
-16
-3% -$7.5K 0.34% 112
2022
Q4 		$271K Buy
+563
New +$262K 0.47% 81

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phillips Wealth Planners's LMT Position: Q3 2023 in Review

Phillips Wealth Planners sold out of Lockheed Martin (LMT) in Q3 2023, closing a stake of 480 shares — an estimated $221K sold.

Phillips Wealth Planners first reported a position in LMT in Q4 2022 and held it in 3 quarters. The position peaked at $271K in Q4 2022. 2,262 funds tracked by Wall St. Rank hold LMT as of Q3 2023.

  • Phillips Wealth Planners reported no remaining Lockheed Martin position as of Q3 2023 after selling out during the quarter.
  • Phillips Wealth Planners sold 480 Lockheed Martin shares in Q3 2023, an estimated $221K.
  • Phillips Wealth Planners first reported a position in Lockheed Martin in Q4 2022 and held it in 3 quarters.
  • Phillips Wealth Planners's Lockheed Martin position peaked at $271K in Q4 2022.
  • 2,262 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2023.

Based on Phillips Wealth Planners's 13F filing for Q3 2023, filed 30 Oct 2023.