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ShoreHaven Wealth Partners’s Lockheed Martin LMT Stock Holding History

ShoreHaven Wealth Partners’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
-51
Closed -$19K – 168
2021
Q1 		$19K Sell
51
-74
-59% -$25.4K 0.01% 173
2020
Q4 		$44K Buy
+125
New +$46K 0.02% 114

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Wellington Management Group
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Bank of America
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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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ShoreHaven Wealth Partners's LMT Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 51 shares — an estimated $19K sold.

ShoreHaven Wealth Partners first reported a position in LMT in Q4 2020 and held it in 2 quarters. The position peaked at $44K in Q4 2020. 1,982 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 51 Lockheed Martin shares in Q2 2021, an estimated $19K.
  • ShoreHaven Wealth Partners first reported a position in Lockheed Martin in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Lockheed Martin position peaked at $44K in Q4 2020.
  • 1,982 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.