Cascadia Advisory Services’s Lockheed Martin LMT Stock Holding History

Cascadia Advisory Services’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 Q3	$630K	Buy	1,824 +125	+7%	+$45.2K	0.13%	160
2021 Q2	$643K	Buy	1,699 +55	+3%	+$21.1K	0.14%	151
2021 Q1	$608K	Buy	+1,644	New	+$564K	0.13%	149
2020 Q3	$845K	Sell	2,204 -3,386	-61%	-$1.29M	0.24%	123
2020 Q2	$2.04M	Buy	+5,590	New	+$2.11M	0.62%	50
2019 Q4	$2.13M	Buy	+5,477	New	+$2.1M	0.61%	44

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cascadia Advisory Services's LMT Position: Q3 2021 in Review

Cascadia Advisory Services increased its Lockheed Martin (LMT) stake by 7.4% in Q3 2021, buying an estimated $45.2K and bringing the position to 1,824 shares worth $630K. The position accounts for 0.13% of the portfolio, ranked #160.

Cascadia Advisory Services first reported a position in LMT in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2019. 1,920 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Cascadia Advisory Services held 1,824 shares of Lockheed Martin worth $630K as of Q3 2021.
Cascadia Advisory Services bought 125 Lockheed Martin shares in Q3 2021, an estimated $45.2K.
Lockheed Martin made up 0.13% of Cascadia Advisory Services's portfolio in Q3 2021, its #160 holding.
Cascadia Advisory Services first reported a position in Lockheed Martin in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's Lockheed Martin position peaked at $2.13M in Q4 2019.
1,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.