Tower Wealth Partners’s Lockheed Martin LMT Stock Holding History

Tower 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
2023 Q2	–	Sell	-437	Closed	-$207K	–	50
2023 Q1	$207K	Buy	437 +2	+0.5%	+$938	0.17%	50
2022 Q4	$212K	Hold	435	–	–	0.18%	50
2022 Q3	$212K	Buy	+435	New	+$182K	0.2%	50
2021 Q3	–	Sell	-550	Closed	-$208K	–	52
2021 Q2	$208K	Sell	550 -5	-0.9%	-$1.92K	0.23%	47
2021 Q1	$205K	Buy	+555	New	+$190K	0.26%	48

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

Tower Wealth Partners's LMT Position: Q2 2023 in Review

Tower Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2023, closing a stake of 437 shares — an estimated $207K sold.

Tower Wealth Partners first reported a position in LMT in Q1 2021 and held it in 5 quarters. The position peaked at $212K in Q3 2022. 2,301 funds tracked by Wall St. Rank hold LMT as of Q2 2023.

Tower Wealth Partners reported no remaining Lockheed Martin position as of Q2 2023 after selling out during the quarter.
Tower Wealth Partners sold 437 Lockheed Martin shares in Q2 2023, an estimated $207K.
Tower Wealth Partners first reported a position in Lockheed Martin in Q1 2021 and held it in 5 quarters.
Tower Wealth Partners's Lockheed Martin position peaked at $212K in Q3 2022.
2,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2023.

Based on Tower Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.