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West Financial Advisors’s Lockheed Martin LMT Stock Holding History

West 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
2022
Q2 		– Sell
-19
Closed -$8K – 186
2022
Q1 		$8K Buy
+19
New +$7.7K ﹤0.01% 144

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

West Financial Advisors's LMT Position: Q2 2022 in Review

West Financial Advisors sold out of Lockheed Martin (LMT) in Q2 2022, closing a stake of 19 shares — an estimated $8K sold.

West Financial Advisors first reported a position in LMT in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 2,180 funds tracked by Wall St. Rank hold LMT as of Q2 2022.

  • West Financial Advisors reported no remaining Lockheed Martin position as of Q2 2022 after selling out during the quarter.
  • West Financial Advisors sold 19 Lockheed Martin shares in Q2 2022, an estimated $8K.
  • West Financial Advisors first reported a position in Lockheed Martin in Q1 2022 and held it in 1 quarter.
  • West Financial Advisors's Lockheed Martin position peaked at $8K in Q1 2022.
  • 2,180 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2022.

Based on West Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.