Aperio Group’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $61.3M | Sell |
172,611
-18,728
| -10% | -$6.88M | 0.18% | 95 |
|
|
2020
Q3 | $73.3M | Sell |
191,339
-507
| -0.3% | -$193K | 0.25% | 69 |
|
|
2020
Q2 | $70M | Sell |
191,846
-1,451
| -0.8% | -$548K | 0.26% | 67 |
|
|
2020
Q1 | $65.5M | Buy |
193,297
+20,889
| +12% | +$8.22M | 0.29% | 61 |
|
|
2019
Q4 | $67.1M | Buy |
172,408
+6,004
| +4% | +$2.3M | 0.24% | 78 |
|
|
2019
Q3 | $64.9M | Buy |
166,404
+6,520
| +4% | +$2.45M | 0.26% | 73 |
|
|
2019
Q2 | $58.1M | Buy |
159,884
+4,888
| +3% | +$1.64M | 0.24% | 82 |
|
|
2019
Q1 | $46.5M | Sell |
154,996
-3,821
| -2% | -$1.12M | 0.2% | 97 |
|
|
2018
Q4 | $41.6M | Sell |
158,817
-21,683
| -12% | -$6.58M | 0.21% | 101 |
|
|
2018
Q3 | $62.4M | Buy |
180,500
+6,607
| +4% | +$2.13M | 0.28% | 70 |
|
|
2018
Q2 | $51.4M | Sell |
173,893
-6,940
| -4% | -$2.24M | 0.25% | 81 |
|
|
2018
Q1 | $61.1M | Buy |
180,833
+9,272
| +5% | +$3.16M | 0.3% | 65 |
|
|
2017
Q4 | $55.1M | Buy |
171,561
+4,029
| +2% | +$1.27M | 0.28% | 68 |
|
|
2017
Q3 | $52M | Buy |
167,532
+5,460
| +3% | +$1.63M | 0.29% | 66 |
|
|
2017
Q2 | $45M | Buy |
162,072
+12,980
| +9% | +$3.57M | 0.28% | 74 |
|
|
2017
Q1 | $39.9M | Buy |
149,092
+8,036
| +6% | +$2.1M | 0.27% | 73 |
|
|
2016
Q4 | $35.3M | Sell |
141,056
-16,421
| -10% | -$4.1M | 0.27% | 79 |
|
|
2016
Q3 | $37.8M | Sell |
157,477
-1,220
| -0.8% | -$305K | 0.27% | 78 |
|
|
2016
Q2 | $39.4M | Buy |
158,697
+6,148
| +4% | +$1.45M | 0.31% | 70 |
|
|
2016
Q1 | $33.8M | Buy |
152,549
+580
| +0.4% | +$125K | 0.29% | 71 |
|
|
2015
Q4 | $33M | Buy |
151,969
+16,458
| +12% | +$3.57M | 0.3% | 69 |
|
|
2015
Q3 | $28.1M | Buy |
135,511
+30,977
| +30% | +$6.3M | 0.29% | 72 |
|
|
2015
Q2 | $19.4M | Buy |
104,534
+6,763
| +7% | +$1.3M | 0.2% | 119 |
|
|
2015
Q1 | $19.8M | Buy |
97,771
+8,165
| +9% | +$1.61M | 0.22% | 103 |
|
|
2014
Q4 | $17.3M | Buy |
89,606
+7,109
| +9% | +$1.32M | 0.21% | 107 |
|
|
2014
Q3 | $15.1M | Buy |
82,497
+9,414
| +13% | +$1.6M | 0.2% | 117 |
|
|
2014
Q2 | $11.7M | Buy |
73,083
+1,485
| +2% | +$241K | 0.17% | 151 |
|
|
2014
Q1 | $11.7M | Buy |
+71,598
| New | +$11.2M | 0.16% | 140 |
|
|
2013
Q4 | – | Sell |
-61,626
| Closed | -$8.37M | – | 150 |
|
|
2013
Q3 | $7.86M | Buy |
61,626
+2,816
| +5% | +$342K | 0.15% | 152 |
|
|
2013
Q2 | $6.38M | Buy |
+58,810
| New | +$6.01M | 0.15% | 148 |
|
Other funds holding LMT
Aperio Group's LMT Position: Q4 2020 in Review
Aperio Group reduced its Lockheed Martin (LMT) stake by 9.8% in Q4 2020, selling an estimated $6.88M and leaving 172,611 shares worth $61.3M. The position accounts for 0.18% of the portfolio, ranked #95.
Aperio Group first reported a position in LMT in Q2 2013 and has held it in 30 quarters since. The position peaked at $73.3M in Q3 2020. 1,942 funds tracked by Wall St. Rank hold LMT as of Q4 2020.
- Aperio Group held 172,611 shares of Lockheed Martin worth $61.3M as of Q4 2020.
- Aperio Group sold 18,728 Lockheed Martin shares in Q4 2020, an estimated $6.88M.
- Lockheed Martin made up 0.18% of Aperio Group's portfolio in Q4 2020, its #95 holding.
- Aperio Group first reported a position in Lockheed Martin in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Lockheed Martin position peaked at $73.3M in Q3 2020.
- 1,942 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.