ArchPoint Investors’s Lockheed Martin LMT Stock Holding History

ArchPoint Investors’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	–	Sell	-3,140	Closed	-$1.16M	–	83
2021 Q1	$1.16M	Buy	+3,140	New	+$1.08M	0.33%	51
2019 Q1	–	Sell	-2,000	Closed	-$524K	–	137
2018 Q4	$524K	Sell	2,000 -10,148	-84%	-$3.08M	0.18%	52
2018 Q3	$4.2M	Buy	12,148 +830	+7%	+$268K	1.14%	18
2018 Q2	$3.34M	Buy	11,318 +245	+2%	+$79K	0.96%	23
2018 Q1	$3.74M	Buy	+11,073	New	+$3.77M	1.1%	23
2014 Q1	–	Sell	-1,525	Closed	-$227K	–	102
2013 Q4	$227K	Sell	1,525 -1,325	-46%	-$180K	0.21%	78
2013 Q3	$364K	Sell	2,850 -40	-1%	-$4.86K	0.4%	45
2013 Q2	$313K	Buy	+2,890	New	+$295K	0.37%	54

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

ArchPoint Investors's LMT Position: Q2 2021 in Review

ArchPoint Investors sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 3,140 shares — an estimated $1.16M sold.

ArchPoint Investors first reported a position in LMT in Q2 2013 and held it in 8 quarters. The position peaked at $4.2M in Q3 2018. 1,982 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

ArchPoint Investors reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
ArchPoint Investors sold 3,140 Lockheed Martin shares in Q2 2021, an estimated $1.16M.
ArchPoint Investors first reported a position in Lockheed Martin in Q2 2013 and held it in 8 quarters.
ArchPoint Investors's Lockheed Martin position peaked at $4.2M in Q3 2018.
1,982 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on ArchPoint Investors's 13F filing for Q2 2021, filed 13 Aug 2021.