EAMA
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EFG Asset Management (Americas)’s Lockheed Martin LMT Stock Holding History

EFG Asset Management (Americas)’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
-542
Closed -$208K – 142
2020
Q3 		$208K Sell
542
-4,502
-89% -$1.72M 0.05% 134
2020
Q2 		$1.84M Buy
5,044
+562
+13% +$212K 0.48% 66
2020
Q1 		$1.52M Buy
4,482
+89
+2% +$35K 0.49% 70
2019
Q4 		$1.71M Buy
4,393
+1,766
+67% +$678K 0.45% 70
2019
Q3 		$1.02M Buy
2,627
+380
+17% +$143K 0.31% 79
2019
Q2 		$817K Sell
2,247
-812
-27% -$272K 0.23% 88
2019
Q1 		$918K Buy
3,059
+1,267
+71% +$372K 0.28% 81
2018
Q4 		$469K Sell
1,792
-132
-7% -$40K 0.17% 83
2018
Q3 		$666K Sell
1,924
-128
-6% -$41.3K 0.19% 83
2018
Q2 		$611K Sell
2,052
-309
-13% -$99.7K 0.18% 91
2018
Q1 		$798K Sell
2,361
-919
-28% -$313K 0.33% 72
2017
Q4 		$1.11M Buy
3,280
+119
+4% +$37.5K 0.4% 62
2017
Q3 		$981K Sell
3,161
-1,456
-32% -$434K 0.37% 61
2017
Q2 		$1.32M Sell
4,617
-369
-7% -$101K 0.5% 54
2017
Q1 		$1.37M Buy
4,986
+586
+13% +$153K 0.53% 58
2016
Q4 		$1.14M Sell
4,400
-40
-0.9% -$10K 0.49% 59
2016
Q3 		$1.1M Sell
4,440
-25
-0.6% -$6.26K 0.46% 55
2016
Q2 		$1.14M Buy
4,465
+1,353
+43% +$319K 0.54% 47
2016
Q1 		$708K Buy
3,112
+662
+27% +$142K 0.35% 54
2015
Q4 		$532K Buy
2,450
+660
+37% +$143K 0.33% 59
2015
Q3 		$371K Buy
1,790
+415
+30% +$84.4K 0.23% 67
2015
Q2 		$259K Buy
+1,375
New +$265K 0.16% 87
2015
Q1 		– Sell
-1,393
Closed -$268K – 194
2014
Q4 		$268K Buy
+1,393
New +$259K 0.16% 81
2014
Q3 		– Sell
-158
Closed -$25K – 118
2014
Q2 		$25K Sell
158
-142
-47% -$23.1K 0.02% 103
2014
Q1 		$49K Sell
300
-1
-0.3% -$157 0.04% 79
2013
Q4 		$44.7K Buy
+301
New +$40.9K 0.04% 76

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EFG Asset Management (Americas)'s LMT Position: Q4 2020 in Review

EFG Asset Management (Americas) sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 542 shares — an estimated $208K sold.

EFG Asset Management (Americas) first reported a position in LMT in Q4 2013 and held it in 26 quarters. The position peaked at $1.84M in Q2 2020. 1,942 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • EFG Asset Management (Americas) reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 542 Lockheed Martin shares in Q4 2020, an estimated $208K.
  • EFG Asset Management (Americas) first reported a position in Lockheed Martin in Q4 2013 and held it in 26 quarters.
  • EFG Asset Management (Americas)'s Lockheed Martin position peaked at $1.84M in Q2 2020.
  • 1,942 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2020, filed 5 Feb 2021.