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Professional Planning’s Lockheed Martin LMT Stock Holding History

Professional Planning’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 		$765K Sell
2,219
-74
-3% -$26.8K 0.37% 57
2021
Q2 		$867K Buy
2,293
+1
+0% +$384 0.4% 48
2021
Q1 		$846K Sell
2,292
-306
-12% -$105K 0.41% 46
2020
Q4 		$922K Buy
+2,598
New +$955K 0.37% 55
2020
Q3 		– Sell
-3,798
Closed -$1.39M – 70
2020
Q2 		$1.39M Buy
+3,798
New +$1.43M 0.74% 28

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

Professional Planning's LMT Position: Q3 2021 in Review

Professional Planning reduced its Lockheed Martin (LMT) stake by 3.2% in Q3 2021, selling an estimated $26.8K and leaving 2,219 shares worth $765K. The position accounts for 0.37% of the portfolio, ranked #57.

Professional Planning first reported a position in LMT in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.39M in Q2 2020. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Professional Planning held 2,219 shares of Lockheed Martin worth $765K as of Q3 2021.
  • Professional Planning sold 74 Lockheed Martin shares in Q3 2021, an estimated $26.8K.
  • Lockheed Martin made up 0.37% of Professional Planning's portfolio in Q3 2021, its #57 holding.
  • Professional Planning first reported a position in Lockheed Martin in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's Lockheed Martin position peaked at $1.39M in Q2 2020.
  • 1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.