Credential Qtrade Securities’s Lockheed Martin LMT Stock Holding History

Credential Qtrade Securities’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	-2,047	Closed	-$785K	–	329
2020 Q3	$785K	Sell	2,047 -1,094	-35%	-$418K	0.09%	112
2020 Q2	$1.15M	Buy	3,141 +10	+0.3%	+$3.78K	0.15%	85
2020 Q1	$1.06M	Sell	3,131 -45	-1%	-$17.7K	0.17%	79
2019 Q4	$1.24M	Sell	3,176 -5	-0.2%	-$1.92K	0.17%	81
2019 Q3	$1.24M	Sell	3,181 -88	-3%	-$33.1K	0.19%	77
2019 Q2	$1.19M	Sell	3,269 -3	-0.1%	-$1K	0.2%	71
2019 Q1	$982K	Sell	3,272 -223	-6%	-$65.4K	0.18%	75
2018 Q4	$915K	Sell	3,495 -63	-2%	-$19.1K	0.2%	73
2018 Q3	$1.23M	Buy	+3,558	New	+$1.15M	0.25%	61

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

Credential Qtrade Securities's LMT Position: Q4 2020 in Review

Credential Qtrade Securities sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 2,047 shares — an estimated $785K sold.

Credential Qtrade Securities first reported a position in LMT in Q3 2018 and held it in 9 quarters. The position peaked at $1.24M in Q3 2019. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

Credential Qtrade Securities reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
Credential Qtrade Securities sold 2,047 Lockheed Martin shares in Q4 2020, an estimated $785K.
Credential Qtrade Securities first reported a position in Lockheed Martin in Q3 2018 and held it in 9 quarters.
Credential Qtrade Securities's Lockheed Martin position peaked at $1.24M in Q3 2019.
1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Credential Qtrade Securities's 13F filing for Q4 2020, filed 21 Jul 2025.