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Benson Investment Management Company’s Lockheed Martin LMT Stock Holding History

Benson Investment Management Company’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
Q4 		– Sell
-10,578
Closed -$3.65M – 66
2021
Q3 		$3.65M Buy
10,578
+35
+0.3% +$12.7K 1.88% 29
2021
Q2 		$3.99M Buy
10,543
+155
+1% +$59.6K 2.03% 23
2021
Q1 		$3.84M Buy
+10,388
New +$3.56M 2.24% 25

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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

Benson Investment Management Company's LMT Position: Q4 2021 in Review

Benson Investment Management Company sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 10,578 shares — an estimated $3.65M sold.

Benson Investment Management Company first reported a position in LMT in Q1 2021 and held it in 3 quarters. The position peaked at $3.99M in Q2 2021. 2,061 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • Benson Investment Management Company reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
  • Benson Investment Management Company sold 10,578 Lockheed Martin shares in Q4 2021, an estimated $3.65M.
  • Benson Investment Management Company first reported a position in Lockheed Martin in Q1 2021 and held it in 3 quarters.
  • Benson Investment Management Company's Lockheed Martin position peaked at $3.99M in Q2 2021.
  • 2,061 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Benson Investment Management Company's 13F filing for Q4 2021, filed 19 Jan 2022.