Signature Wealth Management Partners’s Lockheed Martin LMT Stock Holding History

Signature Wealth Management 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
2023 Q2	–	Sell	-1,516	Closed	-$717K	–	105
2023 Q1	$717K	Buy	1,516 +6	+0.4%	+$2.81K	0.67%	40
2022 Q4	$735K	Sell	1,510 -20	-1%	-$9.29K	0.72%	37
2022 Q3	$591K	Sell	1,530 -120	-7%	-$50.1K	0.65%	43
2022 Q2	$709K	Sell	1,650 -4	-0.2%	-$1.76K	0.73%	37
2022 Q1	$730K	Sell	1,654 -263	-14%	-$107K	0.62%	46
2021 Q4	$681K	Sell	1,917 -130	-6%	-$45K	0.58%	44
2021 Q3	$707K	Buy	2,047 +160	+8%	+$57.9K	0.64%	39
2021 Q2	$714K	Hold	1,887	–	–	0.65%	40
2021 Q1	$697K	Buy	1,887 +719	+62%	+$247K	0.67%	40
2020 Q4	$415K	Buy	+1,168	New	+$429K	0.41%	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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Signature Wealth Management Partners's LMT Position: Q2 2023 in Review

Signature Wealth Management Partners sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 1,516 shares — an estimated $717K sold.

Signature Wealth Management Partners first reported a position in LMT in Q4 2020 and held it in 10 quarters. The position peaked at $735K in Q4 2022. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Signature Wealth Management Partners reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 1,516 Lockheed Martin shares in Q2 2023, an estimated $717K.
Signature Wealth Management Partners first reported a position in Lockheed Martin in Q4 2020 and held it in 10 quarters.
Signature Wealth Management Partners's Lockheed Martin position peaked at $735K in Q4 2022.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Signature Wealth Management Partners's 13F filing for Q2 2023, filed 24 Jul 2023.