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Argent Wealth Management’s Lockheed Martin LMT Stock Holding History

Argent Wealth Management’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
Q2 		$595K Buy
1,528
+155
+11% +$58.5K 0.1% 106
2020
Q1 		$505K Buy
1,373
+4
+0.3% +$1.57K 0.1% 102
2019
Q4 		$533K Buy
+1,369
New +$525K 0.09% 119

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Argent Wealth Management's LMT Position: Q2 2020 in Review

Argent Wealth Management increased its Lockheed Martin (LMT) stake by 11% in Q2 2020, buying an estimated $58.5K and bringing the position to 1,528 shares worth $595K. The position accounts for 0.1% of the portfolio, ranked #106.

Argent Wealth Management first reported a position in LMT in Q4 2019 and has held it in 3 quarters since. 1,820 funds tracked by Wall St. Rank hold LMT as of Q2 2020.

  • Argent Wealth Management held 1,528 shares of Lockheed Martin worth $595K as of Q2 2020.
  • Argent Wealth Management bought 155 Lockheed Martin shares in Q2 2020, an estimated $58.5K.
  • Lockheed Martin made up 0.1% of Argent Wealth Management's portfolio in Q2 2020, its #106 holding.
  • Argent Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 3 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.