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Precision Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Precision Wealth Strategies’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
-742
Closed -$281K – 127
2021
Q2 		$281K Buy
742
+25
+3% +$9.61K 0.24% 81
2021
Q1 		$265K Buy
+717
New +$246K 0.26% 65

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
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

Precision Wealth Strategies's LMT Position: Q3 2021 in Review

Precision Wealth Strategies sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 742 shares — an estimated $281K sold.

Precision Wealth Strategies first reported a position in LMT in Q1 2021 and held it in 2 quarters. The position peaked at $281K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Precision Wealth Strategies reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 742 Lockheed Martin shares in Q3 2021, an estimated $281K.
  • Precision Wealth Strategies first reported a position in Lockheed Martin in Q1 2021 and held it in 2 quarters.
  • Precision Wealth Strategies's Lockheed Martin position peaked at $281K in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Precision Wealth Strategies's 13F filing for Q3 2021, filed 2 Nov 2021.