Essex Investment Management’s Lockheed Martin LMT Stock Holding History

Essex Investment Management’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	–	Sell	-750	Closed	-$266K	–	488
2020 Q4	$266K	Hold	750	–	–	0.03%	329
2020 Q3	$287K	Sell	750 -65	-8%	-$24.8K	0.04%	334
2020 Q2	$297K	Hold	815	–	–	0.05%	292
2020 Q1	$276K	Buy	815 +750	+1,154%	+$295K	0.06%	265
2019 Q4	$25K	Hold	65	–	–	﹤0.01%	427
2019 Q3	$25K	Hold	65	–	–	﹤0.01%	418
2019 Q2	$24K	Hold	65	–	–	﹤0.01%	427
2019 Q1	$20K	Sell	65 -3,798	-98%	-$1.11M	﹤0.01%	432
2018 Q4	$1.01M	Sell	3,863 -60	-2%	-$18.2K	0.16%	192
2018 Q3	$1.36M	Hold	3,923	–	–	0.16%	194
2018 Q2	$1.16M	Hold	3,923	–	–	0.15%	210
2018 Q1	$1.33M	Hold	3,923	–	–	0.17%	169
2017 Q4	$1.26M	Sell	3,923 -23	-0.6%	-$7.25K	0.17%	190
2017 Q3	$1.22M	Buy	+3,946	New	+$1.18M	0.17%	191

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Essex Investment Management's LMT Position: Q1 2021 in Review

Essex Investment Management sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 750 shares — an estimated $266K sold.

Essex Investment Management first reported a position in LMT in Q3 2017 and held it in 14 quarters. The position peaked at $1.36M in Q3 2018. 1,952 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

Essex Investment Management reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
Essex Investment Management sold 750 Lockheed Martin shares in Q1 2021, an estimated $266K.
Essex Investment Management first reported a position in Lockheed Martin in Q3 2017 and held it in 14 quarters.
Essex Investment Management's Lockheed Martin position peaked at $1.36M in Q3 2018.
1,952 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.