Berman Capital Advisors’s Lockheed Martin LMT Stock Holding History

Berman Capital 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	$407K	Buy	1,181 +101	+9%	+$36.6K	0.06%	157
2021 Q2	$408K	Buy	1,080 +370	+52%	+$142K	0.06%	139
2021 Q1	$261K	Buy	710 +7	+1%	+$2.4K	0.05%	163
2020 Q4	$249K	Sell	703 -38	-5%	-$14K	0.06%	137
2020 Q3	$283K	Buy	741 +23	+3%	+$8.78K	0.08%	114
2020 Q2	$262K	Buy	718 +31	+5%	+$11.7K	0.07%	117
2020 Q1	$231K	Buy	687 +178	+35%	+$70K	0.07%	107
2019 Q4	$198K	Hold	509	–	–	0.06%	135
2019 Q3	$198K	Sell	509 -34	-6%	-$12.8K	0.06%	130
2019 Q2	$197K	Buy	543 +21	+4%	+$7.03K	0.06%	131
2019 Q1	$156K	Buy	522 +54	+12%	+$15.8K	0.05%	145
2018 Q4	$121K	Buy	+468	New	+$142K	0.05%	152

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's LMT Position: Q3 2021 in Review

Berman Capital Advisors increased its Lockheed Martin (LMT) stake by 9.4% in Q3 2021, buying an estimated $36.6K and bringing the position to 1,181 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #157.

Berman Capital Advisors first reported a position in LMT in Q4 2018 and has held it in 12 quarters since. The position peaked at $408K in Q2 2021. 1,920 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Berman Capital Advisors held 1,181 shares of Lockheed Martin worth $407K as of Q3 2021.
Berman Capital Advisors bought 101 Lockheed Martin shares in Q3 2021, an estimated $36.6K.
Lockheed Martin made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #157 holding.
Berman Capital Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Lockheed Martin position peaked at $408K in Q2 2021.
1,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.