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Vahanian & Associates Financial Planning’s Lockheed Martin LMT Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-1,650
Closed -$586K – 113
2021
Q4 		$586K Buy
+1,650
New +$571K 0.47% 55

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vahanian & Associates Financial Planning's LMT Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 1,650 shares — an estimated $586K sold.

Vahanian & Associates Financial Planning first reported a position in LMT in Q4 2021 and held it in 1 quarter. The position peaked at $586K in Q4 2021. 2,179 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,650 Lockheed Martin shares in Q1 2022, an estimated $586K.
  • Vahanian & Associates Financial Planning first reported a position in Lockheed Martin in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Lockheed Martin position peaked at $586K in Q4 2021.
  • 2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.