TRUE Private Wealth Advisors’s Lockheed Martin LMT Stock Holding History

TRUE Private Wealth Advisors’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 Q2	–	Sell	-556	Closed	-$205K	–	246
2021 Q1	$205K	Sell	556 -653	-54%	-$224K	0.03%	220
2020 Q4	$429K	Sell	1,209 -15	-1%	-$5.51K	0.07%	134
2020 Q3	$469K	Buy	1,224 +8	+0.7%	+$3.05K	0.08%	130
2020 Q2	$444K	Buy	1,216 +218	+22%	+$82.3K	0.08%	125
2020 Q1	$338K	Sell	998 -149	-13%	-$58.6K	0.07%	122
2019 Q4	$446K	Sell	1,147 -414	-27%	-$159K	0.07%	140
2019 Q3	$609K	Buy	1,561 +98	+7%	+$36.9K	0.11%	111
2019 Q2	$531K	Buy	1,463 +110	+8%	+$36.8K	0.09%	115
2019 Q1	$406K	Sell	1,353 -259	-16%	-$76K	0.08%	123
2018 Q4	$422K	Buy	1,612 +111	+7%	+$33.7K	0.07%	151
2018 Q3	$519K	Sell	1,501 -275	-15%	-$88.7K	0.07%	161
2018 Q2	$524K	Buy	+1,776	New	+$573K	0.08%	160

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

TRUE Private Wealth Advisors's LMT Position: Q2 2021 in Review

TRUE Private Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 556 shares — an estimated $205K sold.

TRUE Private Wealth Advisors first reported a position in LMT in Q2 2018 and held it in 12 quarters. The position peaked at $609K in Q3 2019. 1,981 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

TRUE Private Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 556 Lockheed Martin shares in Q2 2021, an estimated $205K.
TRUE Private Wealth Advisors first reported a position in Lockheed Martin in Q2 2018 and held it in 12 quarters.
TRUE Private Wealth Advisors's Lockheed Martin position peaked at $609K in Q3 2019.
1,981 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.