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Stonebridge Financial Planning Group’s Lockheed Martin LMT Stock Holding History

Stonebridge Financial Planning 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
Q4 		– Sell
-20
Closed -$7K – 416
2021
Q3 		$7K Hold
20
– – ﹤0.01% 364
2021
Q2 		$8K Hold
20
– – ﹤0.01% 365
2021
Q1 		$8K Sell
20
-28
-58% -$9.61K ﹤0.01% 367
2020
Q4 		$17K Sell
48
-10
-17% -$3.68K 0.01% 288
2020
Q3 		$22K Hold
58
– – 0.02% 264
2020
Q2 		$21K Hold
58
– – 0.02% 263
2020
Q1 		$21K Buy
+58
New +$22.8K 0.02% 241

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

Stonebridge Financial Planning Group's LMT Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 20 shares — an estimated $7K sold.

Stonebridge Financial Planning Group first reported a position in LMT in Q1 2020 and held it in 7 quarters. The position peaked at $22K in Q3 2020. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • Stonebridge Financial Planning Group reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 20 Lockheed Martin shares in Q4 2021, an estimated $7K.
  • Stonebridge Financial Planning Group first reported a position in Lockheed Martin in Q1 2020 and held it in 7 quarters.
  • Stonebridge Financial Planning Group's Lockheed Martin position peaked at $22K in Q3 2020.
  • 2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.