Clear Perspective Advisors’s Lockheed Martin LMT Stock Holding History

Clear Perspective Advisors’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 Q4	$323K	Buy	910 +195	+27%	+$67.4K	0.1%	133
2021 Q3	$247K	Sell	715 -65	-8%	-$23.5K	0.08%	144
2021 Q2	$295K	Sell	780 -22	-3%	-$8.46K	0.1%	127
2021 Q1	$296K	Buy	802 +25	+3%	+$8.58K	0.12%	122
2020 Q4	$276K	Buy	777 +30	+4%	+$11K	0.11%	121
2020 Q3	$383	Buy	747 +5	+0.7%	+$1.91K	0.18%	93
2020 Q2	$271K	Sell	742 -113	-13%	-$42.7K	0.15%	104
2020 Q1	$290K	Sell	855 -14	-2%	-$5.51K	0.19%	89
2019 Q4	$338K	Sell	869 -75	-8%	-$28.8K	0.21%	100
2019 Q3	$368K	Hold	944	–	–	0.17%	99
2019 Q2	$343K	Sell	944 -200	-17%	-$66.9K	0.22%	100
2019 Q1	$355K	Hold	1,144	–	–	0.25%	96
2018 Q4	$300K	Buy	1,144 +320	+39%	+$97.1K	0.25%	99
2018 Q3	$285K	Sell	824 -50	-6%	-$16.1K	0.21%	118
2018 Q2	$258K	Buy	874 +4	+0.5%	+$1.29K	0.18%	121
2018 Q1	$294K	Hold	870	–	–	0.22%	105
2017 Q4	$279K	Hold	870	–	–	0.21%	110
2017 Q3	$270K	Sell	870 -50	-5%	-$14.9K	0.22%	106
2017 Q2	$255K	Hold	920	–	–	0.21%	108
2017 Q1	$246K	Sell	920 -550	-37%	-$144K	0.16%	108
2016 Q4	$367K	Buy	+1,470	New	+$367K	0.24%	85

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clear Perspective Advisors's LMT Position: Q4 2021 in Review

Clear Perspective Advisors increased its Lockheed Martin (LMT) stake by 27% in Q4 2021, buying an estimated $67.4K and bringing the position to 910 shares worth $323K. The position accounts for 0.1% of the portfolio, ranked #133.

Clear Perspective Advisors first reported a position in LMT in Q4 2016 and has held it in 21 quarters since. The position peaked at $368K in Q3 2019. 2,061 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

Clear Perspective Advisors held 910 shares of Lockheed Martin worth $323K as of Q4 2021.
Clear Perspective Advisors bought 195 Lockheed Martin shares in Q4 2021, an estimated $67.4K.
Lockheed Martin made up 0.1% of Clear Perspective Advisors's portfolio in Q4 2021, its #133 holding.
Clear Perspective Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Lockheed Martin position peaked at $368K in Q3 2019.
2,061 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.