20/20 Capital Management’s Lockheed Martin LMT Stock Holding History

20/20 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	$634K	Buy	1,676 +83	+5%	+$31.9K	0.16%	91
2021 Q1	$589K	Hold	1,593	–	–	0.17%	86
2020 Q4	$530K	Sell	1,593 -100	-6%	-$36.8K	0.16%	101
2020 Q3	$649K	Hold	1,693	–	–	0.24%	76
2020 Q2	$653K	Buy	1,693 +92	+6%	+$34.8K	0.25%	73
2020 Q1	$603K	Buy	1,601 +643	+67%	+$253K	0.27%	70
2019 Q4	$421K	Buy	+958	New	+$368K	0.17%	92

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

20/20 Capital Management's LMT Position: Q2 2021 in Review

20/20 Capital Management increased its Lockheed Martin (LMT) stake by 5.2% in Q2 2021, buying an estimated $31.9K and bringing the position to 1,676 shares worth $634K. The position accounts for 0.16% of the portfolio, ranked #91.

20/20 Capital Management first reported a position in LMT in Q4 2019 and has held it in 7 quarters since. The position peaked at $653K in Q2 2020. 1,982 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

20/20 Capital Management held 1,676 shares of Lockheed Martin worth $634K as of Q2 2021.
20/20 Capital Management bought 83 Lockheed Martin shares in Q2 2021, an estimated $31.9K.
Lockheed Martin made up 0.16% of 20/20 Capital Management's portfolio in Q2 2021, its #91 holding.
20/20 Capital Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Lockheed Martin position peaked at $653K in Q2 2020.
1,982 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.