BT Wealth Management’s Lockheed Martin LMT Stock Holding History

BT 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
2021 Q1	–	Sell	-1,374	Closed	-$488K	–	67
2020 Q4	$488K	Sell	1,374 -99	-7%	-$36.4K	0.18%	32
2020 Q3	$565K	Buy	1,473 +29	+2%	+$11.1K	0.25%	30
2020 Q2	$527K	Sell	1,444 -41	-3%	-$15.5K	0.27%	33
2020 Q1	$503K	Hold	1,485	–	–	0.29%	28
2019 Q4	$578K	Hold	1,485	–	–	0.29%	36
2019 Q3	$579K	Hold	1,485	–	–	0.32%	32
2019 Q2	$548K	Hold	1,485	–	–	0.32%	34
2019 Q1	$446K	Sell	1,485 -517	-26%	-$152K	0.26%	36
2018 Q4	$603K	Buy	+2,002	New	+$607K	0.26%	48

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BT Wealth Management's LMT Position: Q1 2021 in Review

BT Wealth Management sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 1,374 shares — an estimated $488K sold.

BT Wealth Management first reported a position in LMT in Q4 2018 and held it in 9 quarters. The position peaked at $603K in Q4 2018. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

BT Wealth Management reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
BT Wealth Management sold 1,374 Lockheed Martin shares in Q1 2021, an estimated $488K.
BT Wealth Management first reported a position in Lockheed Martin in Q4 2018 and held it in 9 quarters.
BT Wealth Management's Lockheed Martin position peaked at $603K in Q4 2018.
1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on BT Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.