Number of Shares
15,927.00
Current Holdings Value*
$7.11 Mil
% of Portfolio
2.53%
Total Estimate Gain
$1.19 Mil
% of Total Estimate Gain
16.97%

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Lockheed Martin Corp Holding Summary

As of 2025-03-31, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 15,927.00 shares of Lockheed Martin Corp(LMT), totaling $7.11 Mil. This investment constitutes 2.53% of their stock portfolio, and WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Lockheed Martin Corp(LMT) stock.

The initial trade took place in 2019Q4. And since then WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has made 13 purchases of LMT, at an average price of $392.08, for a total of 17,837.00 shares. In addition, there have been 8 sales at an average price of $413.97 for 1,910.00 shares. Based on historical transaction data and LMT's current price of $463.96, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's estimated gain on his LMT holdings is $1.19 Mil, reflecting a 16.97% gain to date.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC LMT ($463.96) Holding Chart

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC LMT ($463.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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