Clearwater Capital Advisors’s Lockheed Martin LMT Stock Holding History

Clearwater Capital 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
2020 Q4	–	Sell	-907	Closed	-$348K	–	158
2020 Q3	$348K	Hold	907	–	–	0.05%	108
2020 Q2	$331K	Sell	907 -11	-1%	-$4.16K	0.06%	110
2020 Q1	$311K	Sell	918 -46	-5%	-$18.1K	0.07%	119
2019 Q4	$375K	Sell	964 -310	-24%	-$119K	0.06%	140
2019 Q3	$497K	Hold	1,274	–	–	0.09%	134
2019 Q2	$463K	Buy	1,274 +181	+17%	+$60.5K	0.08%	145
2019 Q1	$328K	Buy	1,093 +140	+15%	+$41.1K	0.06%	164
2018 Q4	$250K	Buy	953 +15	+2%	+$4.55K	0.05%	178
2018 Q3	$325K	Buy	938 +76	+9%	+$24.5K	0.06%	156
2018 Q2	$255K	Sell	862 -6	-0.7%	-$1.94K	0.05%	169
2018 Q1	$293K	Buy	868 +6	+0.7%	+$2.04K	0.06%	153
2017 Q4	$277K	Hold	862	–	–	0.06%	153
2017 Q3	$274K	Hold	862	–	–	0.06%	149
2017 Q2	$246K	Sell	862 -10	-1%	-$2.75K	0.06%	144
2017 Q1	$233K	Buy	+872	New	+$228K	0.06%	150

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearwater Capital Advisors's LMT Position: Q4 2020 in Review

Clearwater Capital Advisors sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 907 shares — an estimated $348K sold.

Clearwater Capital Advisors first reported a position in LMT in Q1 2017 and held it in 15 quarters. The position peaked at $497K in Q3 2019. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

Clearwater Capital Advisors reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 907 Lockheed Martin shares in Q4 2020, an estimated $348K.
Clearwater Capital Advisors first reported a position in Lockheed Martin in Q1 2017 and held it in 15 quarters.
Clearwater Capital Advisors's Lockheed Martin position peaked at $497K in Q3 2019.
1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Clearwater Capital Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.