Stelac Advisory Services’s Lockheed Martin LMT Stock Holding History

Stelac Advisory Services’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	-268	Closed	-$101K	–	248
2021 Q2	$101K	Sell	268 -691	-72%	-$266K	0.02%	285
2021 Q1	$354K	Buy	959 +15	+2%	+$5.15K	0.13%	115
2020 Q4	$335K	Sell	944 -193	-17%	-$70.9K	0.09%	133
2020 Q3	$436K	Buy	1,137 +238	+26%	+$90.8K	0.15%	93
2020 Q2	$328K	Buy	+899	New	+$340K	0.13%	86

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

Stelac Advisory Services's LMT Position: Q3 2021 in Review

Stelac Advisory Services sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 268 shares — an estimated $101K sold.

Stelac Advisory Services first reported a position in LMT in Q2 2020 and held it in 5 quarters. The position peaked at $436K in Q3 2020. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Stelac Advisory Services reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
Stelac Advisory Services sold 268 Lockheed Martin shares in Q3 2021, an estimated $101K.
Stelac Advisory Services first reported a position in Lockheed Martin in Q2 2020 and held it in 5 quarters.
Stelac Advisory Services's Lockheed Martin position peaked at $436K in Q3 2020.
1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.