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Ullmann Wealth Partners Group’s Lockheed Martin LMT Stock Holding History

Ullmann Wealth Partners 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
2022
Q4 		– Sell
-553
Closed -$214K – 87
2022
Q3 		$214K Sell
553
-7
-1% -$2.92K 0.06% 79
2022
Q2 		$241K Buy
560
+7
+1% +$3.07K 0.07% 73
2022
Q1 		$244K Buy
+553
New +$224K 0.06% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Ullmann Wealth Partners Group's LMT Position: Q4 2022 in Review

Ullmann Wealth Partners Group sold out of Lockheed Martin (LMT) in Q4 2022, closing a stake of 553 shares — an estimated $214K sold.

Ullmann Wealth Partners Group first reported a position in LMT in Q1 2022 and held it in 3 quarters. The position peaked at $244K in Q1 2022. 2,316 funds tracked by Wall St. Rank hold LMT as of Q4 2022.

  • Ullmann Wealth Partners Group reported no remaining Lockheed Martin position as of Q4 2022 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 553 Lockheed Martin shares in Q4 2022, an estimated $214K.
  • Ullmann Wealth Partners Group first reported a position in Lockheed Martin in Q1 2022 and held it in 3 quarters.
  • Ullmann Wealth Partners Group's Lockheed Martin position peaked at $244K in Q1 2022.
  • 2,316 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2022.

Based on Ullmann Wealth Partners Group's 13F filing for Q4 2022, filed 19 Jan 2023.