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Websterrogers Financial Advisors’s Lockheed Martin LMT Stock Holding History

Websterrogers Financial 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
Q3 		– Sell
-986
Closed -$367K – 63
2021
Q2 		$367K Hold
986
– – 0.09% 45
2021
Q1 		$364K Sell
986
-6
-0.6% -$2.06K 0.1% 39
2020
Q4 		$339K Buy
+992
New +$365K 0.1% 38

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Franklin Resources
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Websterrogers Financial Advisors's LMT Position: Q3 2021 in Review

Websterrogers Financial Advisors sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 986 shares — an estimated $367K sold.

Websterrogers Financial Advisors first reported a position in LMT in Q4 2020 and held it in 3 quarters. The position peaked at $367K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Websterrogers Financial Advisors reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 986 Lockheed Martin shares in Q3 2021, an estimated $367K.
  • Websterrogers Financial Advisors first reported a position in Lockheed Martin in Q4 2020 and held it in 3 quarters.
  • Websterrogers Financial Advisors's Lockheed Martin position peaked at $367K in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Websterrogers Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.