CSat Investment Advisory’s Lockheed Martin LMT Stock Holding History

CSat Investment Advisory’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 Q1	$930K	Buy	2,518 +269	+12%	+$92.3K	0.78%	44
2020 Q4	$798K	Sell	2,249 -493	-18%	-$181K	0.74%	45
2020 Q3	$1.05M	Buy	2,742 +387	+16%	+$148K	0.09%	98
2020 Q2	$859K	Buy	2,355 +1,692	+255%	+$639K	0.1%	102
2020 Q1	$224K	Buy	663 +87	+15%	+$34.2K	0.05%	221
2019 Q4	$225K	Buy	576 +76	+15%	+$29.2K	0.06%	218
2019 Q3	$195K	Buy	500 +67	+15%	+$25.2K	0.06%	211
2019 Q2	$158K	Buy	433 +419	+2,993%	+$140K	0.06%	219
2019 Q1	$4K	Buy	14 +2	+17%	+$587	﹤0.01%	519
2018 Q4	$3K	Buy	12 +3	+33%	+$910	﹤0.01%	519
2018 Q3	$3K	Buy	9 +2	+29%	+$645	﹤0.01%	510
2018 Q2	$2K	Buy	+7	New	+$2.26K	﹤0.01%	529

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CSat Investment Advisory's LMT Position: Q1 2021 in Review

CSat Investment Advisory increased its Lockheed Martin (LMT) stake by 12% in Q1 2021, buying an estimated $92.3K and bringing the position to 2,518 shares worth $930K. The position accounts for 0.78% of the portfolio, ranked #44.

CSat Investment Advisory first reported a position in LMT in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.05M in Q3 2020. 1,952 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

CSat Investment Advisory held 2,518 shares of Lockheed Martin worth $930K as of Q1 2021.
CSat Investment Advisory bought 269 Lockheed Martin shares in Q1 2021, an estimated $92.3K.
Lockheed Martin made up 0.78% of CSat Investment Advisory's portfolio in Q1 2021, its #44 holding.
CSat Investment Advisory first reported a position in Lockheed Martin in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Lockheed Martin position peaked at $1.05M in Q3 2020.
1,952 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.