BTC Capital Management’s Lockheed Martin LMT Stock Holding History

BTC Capital 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	-2,065	Closed	-$733K	–	237
2020 Q4	$733K	Sell	2,065 -3,823	-65%	-$1.41M	0.09%	136
2020 Q3	$2.25M	Sell	5,888 -191	-3%	-$72.9K	0.31%	87
2020 Q2	$2.21M	Buy	6,079 +290	+5%	+$110K	0.34%	85
2020 Q1	$1.96M	Sell	5,789 -39	-0.7%	-$15.3K	0.37%	83
2019 Q4	$2.26M	Buy	5,828 +757	+15%	+$290K	0.32%	96
2019 Q3	$1.98M	Buy	+5,071	New	+$1.91M	0.32%	94
2017 Q1	–	Sell	-920	Closed	-$229K	–	177
2016 Q4	$229K	Buy	+920	New	+$230K	0.05%	160

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

BTC Capital Management's LMT Position: Q1 2021 in Review

BTC Capital Management sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 2,065 shares — an estimated $733K sold.

BTC Capital Management first reported a position in LMT in Q4 2016 and held it in 7 quarters. The position peaked at $2.26M in Q4 2019. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

BTC Capital Management reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
BTC Capital Management sold 2,065 Lockheed Martin shares in Q1 2021, an estimated $733K.
BTC Capital Management first reported a position in Lockheed Martin in Q4 2016 and held it in 7 quarters.
BTC Capital Management's Lockheed Martin position peaked at $2.26M in Q4 2019.
1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on BTC Capital Management's 13F filing for Q1 2021, filed 4 May 2021.