Blue Chip Wealth Management’s Lockheed Martin LMT Stock Holding History

Blue Chip 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 Q3	$384K	Buy	1,002 +15	+2%	+$5.72K	0.3%	69
2020 Q2	$360K	Buy	987 +1	+0.1%	+$378	0.34%	68
2020 Q1	$334K	Buy	986 +45	+5%	+$17.7K	0.42%	60
2019 Q4	$366K	Buy	941 +16	+2%	+$6.14K	0.34%	70
2019 Q3	$361K	Buy	925 +26	+3%	+$9.78K	0.38%	64
2019 Q2	$327K	Hold	899	–	–	0.34%	66
2019 Q1	$270K	Hold	899	–	–	0.31%	78
2018 Q4	$235K	Sell	899 -99	-10%	-$30K	0.31%	78
2018 Q3	$345K	Sell	998 -100	-9%	-$32.3K	0.35%	69
2018 Q2	$324K	Buy	1,098 +31	+3%	+$10K	0.35%	75
2018 Q1	$361K	Buy	+1,067	New	+$363K	0.37%	64

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Chip Wealth Management's LMT Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Lockheed Martin (LMT) stake by 1.5% in Q3 2020, buying an estimated $5.72K and bringing the position to 1,002 shares worth $384K. The position accounts for 0.3% of the portfolio, ranked #69.

Blue Chip Wealth Management first reported a position in LMT in Q1 2018 and has held it in 11 quarters since. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

Blue Chip Wealth Management held 1,002 shares of Lockheed Martin worth $384K as of Q3 2020.
Blue Chip Wealth Management bought 15 Lockheed Martin shares in Q3 2020, an estimated $5.72K.
Lockheed Martin made up 0.3% of Blue Chip Wealth Management's portfolio in Q3 2020, its #69 holding.
Blue Chip Wealth Management first reported a position in Lockheed Martin in Q1 2018 and has held it in 11 quarters since.
1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.