Ameritas Investment Company’s Lockheed Martin LMT Stock Holding History

Ameritas Investment Company’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	$1.12M	Buy	3,257 +1,219	+60%	+$441K	0.05%	256
2021 Q2	$1.2M	Sell	2,038 -2,136	-51%	-$821K	0.06%	252
2021 Q1	$1.54M	Buy	4,174 +371	+10%	+$127K	0.13%	156
2020 Q4	$1.35M	Buy	3,803 +137	+4%	+$50.4K	0.26%	90
2020 Q3	$1.34M	Hold	3,666	–	–	0.42%	62
2020 Q2	$1.34M	Sell	3,666 -825	-18%	-$312K	0.39%	65
2020 Q1	$1.53M	Buy	4,491 +1,043	+30%	+$410K	0.25%	68
2019 Q4	$1.34M	Sell	3,448 -2	-0.1%	-$767	0.28%	72
2019 Q3	$1.34M	Buy	3,450 +1,187	+52%	+$446K	0.27%	76
2019 Q2	$823K	Sell	2,263 -958	-30%	-$320K	0.39%	64
2019 Q1	$966K	Buy	+3,221	New	+$945K	0.18%	107

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameritas Investment Company's LMT Position: Q3 2021 in Review

Ameritas Investment Company increased its Lockheed Martin (LMT) stake by 60% in Q3 2021, buying an estimated $441K and bringing the position to 3,257 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #256.

Ameritas Investment Company first reported a position in LMT in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.54M in Q1 2021. 1,920 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Ameritas Investment Company held 3,257 shares of Lockheed Martin worth $1.12M as of Q3 2021.
Ameritas Investment Company bought 1,219 Lockheed Martin shares in Q3 2021, an estimated $441K.
Lockheed Martin made up 0.05% of Ameritas Investment Company's portfolio in Q3 2021, its #256 holding.
Ameritas Investment Company first reported a position in Lockheed Martin in Q1 2019 and has held it in 11 quarters since.
Ameritas Investment Company's Lockheed Martin position peaked at $1.54M in Q1 2021.
1,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.