Regal Wealth Group’s Lockheed Martin LMT Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-308	Closed	-$114K	–	163
2021 Q1	$114K	Hold	308	–	–	0.07%	59
2020 Q4	$109K	Hold	308	–	–	0.07%	60
2020 Q3	$118K	Hold	308	–	–	0.09%	55
2020 Q2	$112K	Hold	308	–	–	0.09%	54
2020 Q1	$104K	Hold	308	–	–	0.1%	52
2019 Q4	$120K	Hold	308	–	–	0.08%	56
2019 Q3	$120K	Hold	308	–	–	0.08%	53
2019 Q2	$112K	Hold	308	–	–	0.08%	55
2019 Q1	$92K	Hold	308	–	–	0.07%	57
2018 Q4	$81K	Hold	308	–	–	0.07%	59
2018 Q3	$107K	Hold	308	–	–	0.07%	54
2018 Q2	$91K	Hold	308	–	–	0.1%	55
2018 Q1	$104K	Hold	308	–	–	0.08%	52
2017 Q4	$99K	Hold	308	–	–	0.07%	54
2017 Q3	$96K	Hold	308	–	–	0.07%	54
2017 Q2	$86K	Hold	308	–	–	0.07%	56
2017 Q1	$82K	Hold	308	–	–	0.06%	58
2016 Q4	$77K	Hold	308	–	–	0.06%	58
2016 Q3	$74K	Hold	308	–	–	0.07%	52
2016 Q2	$76K	Buy	308 +18	+6%	+$4.24K	0.07%	53
2016 Q1	$64K	Hold	290	–	–	0.06%	56
2015 Q4	$63K	Buy	+290	New	+$62.9K	0.06%	56

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Regal Wealth Group's LMT Position: Q2 2021 in Review

Regal Wealth Group sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 308 shares — an estimated $114K sold.

Regal Wealth Group first reported a position in LMT in Q4 2015 and held it in 22 quarters. The position peaked at $120K in Q4 2019. 1,981 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

Regal Wealth Group reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 308 Lockheed Martin shares in Q2 2021, an estimated $114K.
Regal Wealth Group first reported a position in Lockheed Martin in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's Lockheed Martin position peaked at $120K in Q4 2019.
1,981 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.