British Steel Pension Fund’s Lockheed Martin LMT Stock Holding History

British Steel Pension Fund’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	-613	Closed	-$239K	–	106
2019 Q4	$239K	Hold	613	–	–	0.04%	70
2019 Q3	$239K	Sell	613 -430	-41%	-$162K	0.04%	68
2019 Q2	$379K	Sell	1,043 -1,141	-52%	-$382K	0.06%	73
2019 Q1	$656K	Sell	2,184 -231	-10%	-$67.7K	0.11%	75
2018 Q4	$835K	Buy	+2,415	New	+$733K	0.14%	71
2018 Q2	$1.06M	Sell	3,605 -4,532	-56%	-$1.46M	0.17%	75
2018 Q1	$2.61M	Hold	8,137	–	–	0.31%	70
2017 Q4	$2.61M	Hold	8,137	–	–	0.31%	70
2017 Q3	$2.52M	Sell	8,137 -2,020	-20%	-$603K	0.3%	72
2017 Q2	$2.82M	Hold	10,157	–	–	0.31%	75
2017 Q1	$2.72M	Sell	10,157 -825	-8%	-$216K	0.31%	73
2016 Q4	$2.75M	Hold	10,982	–	–	0.35%	66
2016 Q3	$2.63M	Hold	10,982	–	–	0.34%	68
2016 Q2	$2.73M	Sell	10,982 -8,320	-43%	-$1.96M	0.38%	63
2016 Q1	$4.28M	Sell	19,302 -1,289	-6%	-$277K	0.43%	65
2015 Q4	$4.47M	Buy	+20,591	New	+$4.47M	0.45%	68
2015 Q2	$2.52M	Hold	13,572	–	–	0.24%	125
2015 Q1	$2.75M	Hold	13,572	–	–	0.27%	124
2014 Q4	$2.61M	Sell	13,572 -12,000	-47%	-$2.23M	0.25%	128
2014 Q3	$4.67M	Sell	25,572 -1,682	-6%	-$286K	0.47%	60
2014 Q2	$4.38M	Hold	27,254	–	–	0.41%	73
2014 Q1	$4.45M	Sell	27,254 -1,899	-7%	-$298K	0.44%	65
2013 Q4	$4.33M	Sell	29,153 -1,881	-6%	-$255K	0.42%	73
2013 Q3	$3.96M	Sell	31,034 -1,966	-6%	-$239K	0.41%	80
2013 Q2	$3.58M	Buy	+33,000	New	+$3.37M	0.37%	94

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

British Steel Pension Fund's LMT Position: Q1 2020 in Review

British Steel Pension Fund sold out of Lockheed Martin (LMT) in Q1 2020, closing a stake of 613 shares — an estimated $239K sold.

British Steel Pension Fund first reported a position in LMT in Q2 2013 and held it in 25 quarters. The position peaked at $4.67M in Q3 2014. 1,743 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

British Steel Pension Fund reported no remaining Lockheed Martin position as of Q1 2020 after selling out during the quarter.
British Steel Pension Fund sold 613 Lockheed Martin shares in Q1 2020, an estimated $239K.
British Steel Pension Fund first reported a position in Lockheed Martin in Q2 2013 and held it in 25 quarters.
British Steel Pension Fund's Lockheed Martin position peaked at $4.67M in Q3 2014.
1,743 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.