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Angeles Investment Advisors’s Lockheed Martin LMT Stock Holding History

Angeles Investment 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
2020
Q3 		– Sell
-594
Closed -$217K – 113
2020
Q2 		$217K Sell
594
-14
-2% -$5.29K 0.03% 96
2020
Q1 		$236K Buy
608
+14
+2% +$5.51K 0.06% 85
2019
Q4 		$231K Buy
+594
New +$228K 0.05% 77

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Angeles Investment Advisors's LMT Position: Q3 2020 in Review

Angeles Investment Advisors sold out of Lockheed Martin (LMT) in Q3 2020, closing a stake of 594 shares — an estimated $217K sold.

Angeles Investment Advisors first reported a position in LMT in Q4 2019 and held it in 3 quarters. The position peaked at $236K in Q1 2020. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

  • Angeles Investment Advisors reported no remaining Lockheed Martin position as of Q3 2020 after selling out during the quarter.
  • Angeles Investment Advisors sold 594 Lockheed Martin shares in Q3 2020, an estimated $217K.
  • Angeles Investment Advisors first reported a position in Lockheed Martin in Q4 2019 and held it in 3 quarters.
  • Angeles Investment Advisors's Lockheed Martin position peaked at $236K in Q1 2020.
  • 1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Angeles Investment Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.