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Arbor Investment Advisors’s Lockheed Martin LMT Stock Holding History

Arbor 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
2021
Q3 		– Sell
-2,804
Closed -$1.06M – 104
2021
Q2 		$1.06M Buy
2,804
+12
+0.4% +$4.61K 0.22% 33
2021
Q1 		$1.03M Hold
2,792
– – 0.23% 34
2020
Q4 		$991K Hold
2,792
– – 0.23% 34
2020
Q3 		$1.07M Hold
2,792
– – 0.28% 31
2020
Q2 		$1.02M Hold
2,792
– – 0.28% 29
2020
Q1 		$946K Sell
2,792
-33
-1% -$13K 0.31% 27
2019
Q4 		$1.1M Sell
2,825
-6
-0.2% -$2.3K 0.31% 27
2019
Q3 		$1.1M Buy
+2,831
New +$1.06M 0.34% 25

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arbor Investment Advisors's LMT Position: Q3 2021 in Review

Arbor Investment Advisors sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 2,804 shares — an estimated $1.06M sold.

Arbor Investment Advisors first reported a position in LMT in Q3 2019 and held it in 8 quarters. The position peaked at $1.1M in Q3 2019. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Arbor Investment Advisors reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • Arbor Investment Advisors sold 2,804 Lockheed Martin shares in Q3 2021, an estimated $1.06M.
  • Arbor Investment Advisors first reported a position in Lockheed Martin in Q3 2019 and held it in 8 quarters.
  • Arbor Investment Advisors's Lockheed Martin position peaked at $1.1M in Q3 2019.
  • 1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Arbor Investment Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.