Wealthcare Capital Management’s Lockheed Martin LMT Stock Holding History

Wealthcare Capital Management’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	-108	Closed	-$40K	–	399
2021 Q1	$40K	Buy	+108	New	+$37.1K	﹤0.01%	157
2020 Q2	–	Sell	-87	Closed	-$29K	–	154
2020 Q1	$29K	Sell	87 -7	-7%	-$2.75K	﹤0.01%	113
2019 Q4	$37K	Buy	94 +19	+25%	+$7.29K	﹤0.01%	125
2019 Q3	$29K	Hold	75	–	–	﹤0.01%	116
2019 Q2	$27K	Hold	75	–	–	﹤0.01%	111
2019 Q1	$23K	Hold	75	–	–	﹤0.01%	129
2018 Q4	$20K	Hold	75	–	–	﹤0.01%	127
2018 Q3	$26K	Sell	75 -25	-25%	-$8.07K	﹤0.01%	122
2018 Q2	$30K	Buy	100 +45	+82%	+$14.5K	﹤0.01%	105
2018 Q1	$19K	Buy	55 +30	+120%	+$10.2K	﹤0.01%	119
2017 Q4	$8K	Hold	25	–	–	﹤0.01%	143
2017 Q3	$8K	Hold	25	–	–	﹤0.01%	137
2017 Q2	$7K	Hold	25	–	–	﹤0.01%	134
2017 Q1	$7K	Hold	25	–	–	﹤0.01%	138
2016 Q4	$6K	Hold	25	–	–	﹤0.01%	136
2016 Q3	$6K	Hold	25	–	–	﹤0.01%	138
2016 Q2	$6K	Hold	25	–	–	﹤0.01%	140
2016 Q1	$6K	Sell	25 -1,988	-99%	-$428K	﹤0.01%	151
2015 Q4	$437K	Hold	2,013	–	–	0.05%	28
2015 Q3	$417K	Hold	2,013	–	–	0.05%	27
2015 Q2	$374K	Sell	2,013 -22	-1%	-$4.24K	0.04%	32
2015 Q1	$413K	Buy	2,035 +47	+2%	+$9.28K	0.05%	57
2014 Q4	$383K	Hold	1,988	–	–	0.05%	27
2014 Q3	$363K	Hold	1,988	–	–	0.05%	27
2014 Q2	$320K	Hold	1,988	–	–	0.05%	31
2014 Q1	$325K	Hold	1,988	–	–	0.05%	31
2013 Q4	$296K	Hold	1,988	–	–	0.05%	19
2013 Q3	$254K	Hold	1,988	–	–	0.04%	20
2013 Q2	$216K	Buy	+1,988	New	+$203K	0.04%	21

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthcare Capital Management's LMT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 108 shares — an estimated $40K sold.

Wealthcare Capital Management first reported a position in LMT in Q2 2013 and held it in 29 quarters. The position peaked at $437K in Q4 2015. 1,982 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

Wealthcare Capital Management reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 108 Lockheed Martin shares in Q2 2021, an estimated $40K.
Wealthcare Capital Management first reported a position in Lockheed Martin in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's Lockheed Martin position peaked at $437K in Q4 2015.
1,982 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.