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Strategic Wealth Management’s Lockheed Martin LMT Stock Holding History

Strategic Wealth Management’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
Q1 		– Sell
-1,170
Closed -$415K – 73
2020
Q4 		$415K Hold
1,170
– – 0.25% 52
2020
Q3 		$448K Sell
1,170
-30
-3% -$11.4K 0.33% 51
2020
Q2 		$438K Buy
+1,200
New +$453K 0.41% 40

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Management's LMT Position: Q1 2021 in Review

Strategic Wealth Management sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 1,170 shares — an estimated $415K sold.

Strategic Wealth Management first reported a position in LMT in Q2 2020 and held it in 3 quarters. The position peaked at $448K in Q3 2020. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • Strategic Wealth Management reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • Strategic Wealth Management sold 1,170 Lockheed Martin shares in Q1 2021, an estimated $415K.
  • Strategic Wealth Management first reported a position in Lockheed Martin in Q2 2020 and held it in 3 quarters.
  • Strategic Wealth Management's Lockheed Martin position peaked at $448K in Q3 2020.
  • 1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Strategic Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.