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Pinnacle Private Wealth’s Lockheed Martin LMT Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		– Sell
-466
Closed -$205K – 295
2022
Q1 		$205K Buy
+466
New +$189K 0.06% 284

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Private Wealth's LMT Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 466 shares — an estimated $205K sold.

Pinnacle Private Wealth first reported a position in LMT in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 2,179 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 466 Lockheed Martin shares in Q2 2022, an estimated $205K.
  • Pinnacle Private Wealth first reported a position in Lockheed Martin in Q1 2022 and held it in 1 quarter.
  • Pinnacle Private Wealth's Lockheed Martin position peaked at $205K in Q1 2022.
  • 2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.