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Bogle Investment Management’s Lockheed Martin LMT Stock Holding History

Bogle Investment 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
Q1 		– Sell
-24,486
Closed -$9.53M – 318
2019
Q4 		$9.53M Sell
24,486
-14
-0.1% -$5.37K 0.89% 43
2019
Q3 		$9.56M Hold
24,500
– – 0.82% 59
2019
Q2 		$8.91M Buy
+24,500
New +$8.2M 0.7% 64

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bogle Investment Management's LMT Position: Q1 2020 in Review

Bogle Investment Management sold out of Lockheed Martin (LMT) in Q1 2020, closing a stake of 24,486 shares — an estimated $9.53M sold.

Bogle Investment Management first reported a position in LMT in Q2 2019 and held it in 3 quarters. The position peaked at $9.56M in Q3 2019. 1,743 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

  • Bogle Investment Management reported no remaining Lockheed Martin position as of Q1 2020 after selling out during the quarter.
  • Bogle Investment Management sold 24,486 Lockheed Martin shares in Q1 2020, an estimated $9.53M.
  • Bogle Investment Management first reported a position in Lockheed Martin in Q2 2019 and held it in 3 quarters.
  • Bogle Investment Management's Lockheed Martin position peaked at $9.56M in Q3 2019.
  • 1,743 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.