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TFO Wealth Partners’s Lockheed Martin LMT Stock Holding History

TFO 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
2024
Q2 		– Sell
-2
Closed -$910 – 460
2024
Q1 		$910 Sell
2
-2
-50% -$877 ﹤0.01% 174
2023
Q4 		$1.81K Buy
4
+2
+100% +$886 ﹤0.01% 139
2023
Q3 		$921 Hold
2
– – ﹤0.01% 303
2023
Q2 		$921 Hold
2
– – ﹤0.01% 210
2023
Q1 		$945 Sell
2
-3
-60% -$1.41K ﹤0.01% 172
2022
Q4 		$1.02K Sell
5
-11
-69% -$5.11K ﹤0.01% 362
2022
Q3 		$6K Buy
+16
New +$6.68K ﹤0.01% 99
2022
Q2 		– Sell
-299
Closed -$132K – 500
2022
Q1 		$132K Buy
+299
New +$121K 0.03% 54
2020
Q4 		– Sell
-16
Closed -$6K – 126
2020
Q3 		$6K Buy
+16
New +$6.11K ﹤0.01% 93

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's LMT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2024, closing a stake of 2 shares — an estimated $910 sold.

TFO Wealth Partners first reported a position in LMT in Q3 2020 and held it in 9 quarters. The position peaked at $132K in Q1 2022. 2,427 funds tracked by Wall St. Rank hold LMT as of Q2 2024.

  • TFO Wealth Partners reported no remaining Lockheed Martin position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Lockheed Martin shares in Q2 2024, an estimated $910.
  • TFO Wealth Partners first reported a position in Lockheed Martin in Q3 2020 and held it in 9 quarters.
  • TFO Wealth Partners's Lockheed Martin position peaked at $132K in Q1 2022.
  • 2,427 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.