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PRW Wealth Management’s Lockheed Martin LMT Stock Holding History

PRW Wealth Management’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
-2,388
Closed -$903K – 205
2021
Q2 		$903K Buy
+2,388
New +$918K 0.27% 106
2019
Q2 		– Sell
-48
Closed -$14K – 396
2019
Q1 		$14K Hold
48
– – 0.01% 252
2018
Q4 		$13K Buy
+48
New +$14.6K 0.02% 268

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

PRW Wealth Management's LMT Position: Q3 2021 in Review

PRW Wealth Management sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 2,388 shares — an estimated $903K sold.

PRW Wealth Management first reported a position in LMT in Q4 2018 and held it in 3 quarters. The position peaked at $903K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • PRW Wealth Management reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 2,388 Lockheed Martin shares in Q3 2021, an estimated $903K.
  • PRW Wealth Management first reported a position in Lockheed Martin in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Lockheed Martin position peaked at $903K in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.