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Capstone Financial Group’s Lockheed Martin LMT Stock Holding History

Capstone Financial Group’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 		$66K Hold
175
– – 0.05% 118
2020
Q2 		$62K Sell
175
-225
-56% -$85K 0.05% 112
2020
Q1 		$136K Hold
400
– – 0.14% 83
2019
Q4 		$156K Buy
+400
New +$153K 0.15% 84

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Financial Group's LMT Position: Q3 2020 in Review

Capstone Financial Group held its Lockheed Martin (LMT) position steady in Q3 2020 at 175 shares worth $66K. The position accounts for 0.05% of the portfolio, ranked #118.

Capstone Financial Group first reported a position in LMT in Q4 2019 and has held it in 4 quarters since. The position peaked at $156K in Q4 2019. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

  • Capstone Financial Group held 175 shares of Lockheed Martin worth $66K as of Q3 2020.
  • Capstone Financial Group left its Lockheed Martin share count unchanged in Q3 2020.
  • Lockheed Martin made up 0.05% of Capstone Financial Group's portfolio in Q3 2020, its #118 holding.
  • Capstone Financial Group first reported a position in Lockheed Martin in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Lockheed Martin position peaked at $156K in Q4 2019.
  • 1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.