Beck Mack & Oliver’s Lockheed Martin LMT Stock Holding History

Beck Mack & Oliver’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 Q4	–	Sell	-943	Closed	-$361K	–	201
2020 Q3	$361K	Hold	943	–	–	0.01%	148
2020 Q2	$344K	Hold	943	–	–	0.01%	147
2020 Q1	$320K	Hold	943	–	–	0.01%	152
2019 Q4	$367K	Sell	943 -100	-10%	-$38.4K	0.01%	160
2019 Q3	$407K	Sell	1,043 -15	-1%	-$5.64K	0.01%	154
2019 Q2	$385K	Sell	1,058 -225	-18%	-$75.3K	0.01%	161
2019 Q1	$385K	Sell	1,283 -250	-16%	-$73.3K	0.01%	164
2018 Q4	$401K	Hold	1,533	–	–	0.02%	161
2018 Q3	$530K	Hold	1,533	–	–	0.02%	156
2018 Q2	$453K	Buy	1,533 +633	+70%	+$204K	0.02%	156
2018 Q1	$304K	Hold	900	–	–	0.01%	178
2017 Q4	$289K	Hold	900	–	–	0.01%	182
2017 Q3	$279K	Buy	+900	New	+$269K	0.01%	187
2015 Q4	–	Sell	-1,000	Closed	-$207K	–	309
2015 Q3	$207K	Buy	+1,000	New	+$203K	0.01%	287
2015 Q2	–	Sell	-1,000	Closed	-$203K	–	363
2015 Q1	$203K	Sell	1,000 -4,330	-81%	-$855K	0.01%	341
2014 Q4	$1.03M	Hold	5,330	–	–	0.02%	172
2014 Q3	$974K	Hold	5,330	–	–	0.02%	182
2014 Q2	$857K	Sell	5,330 -1,550	-23%	-$252K	0.02%	194
2014 Q1	$1.12M	Hold	6,880	–	–	0.03%	163
2013 Q4	$1.02M	Buy	+6,880	New	+$934K	0.03%	180

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beck Mack & Oliver's LMT Position: Q4 2020 in Review

Beck Mack & Oliver sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 943 shares — an estimated $361K sold.

Beck Mack & Oliver first reported a position in LMT in Q4 2013 and held it in 20 quarters. The position peaked at $1.12M in Q1 2014. 1,942 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

Beck Mack & Oliver reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
Beck Mack & Oliver sold 943 Lockheed Martin shares in Q4 2020, an estimated $361K.
Beck Mack & Oliver first reported a position in Lockheed Martin in Q4 2013 and held it in 20 quarters.
Beck Mack & Oliver's Lockheed Martin position peaked at $1.12M in Q1 2014.
1,942 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Beck Mack & Oliver's 13F filing for Q4 2020, filed 10 Feb 2021.