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Fiduciary Financial Services of The Southwest’s Lockheed Martin LMT Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$4.63M Sell
11,878
-81
-0.7% -$31.1K 1.21% 28
2019
Q3 		$4.67M Buy
11,959
+33
+0.3% +$12.4K 1.25% 27
2019
Q2 		$4.34M Sell
11,926
-143
-1% -$47.8K 1.23% 28
2019
Q1 		$3.62M Sell
12,069
-69
-0.6% -$20.2K 1.05% 33
2018
Q4 		$3.18M Sell
12,138
-412
-3% -$125K 1% 34
2018
Q3 		$4.34M Buy
12,550
+132
+1% +$42.6K 1.21% 30
2018
Q2 		$3.67M Sell
12,418
-365
-3% -$118K 1.11% 32
2018
Q1 		$4.32M Buy
12,783
+503
+4% +$171K 1.32% 26
2017
Q4 		$3.94M Buy
12,280
+632
+5% +$199K 1.16% 33
2017
Q3 		$3.61M Buy
11,648
+2,802
+32% +$836K 1.08% 35
2017
Q2 		$2.46M Buy
8,846
+4,031
+84% +$1.11M 0.76% 45
2017
Q1 		$1.29M Buy
4,815
+489
+11% +$128K 0.41% 74
2016
Q4 		$1.08M Buy
4,326
+1,102
+34% +$275K 0.36% 76
2016
Q3 		$773K Buy
3,224
+1,594
+98% +$399K 0.25% 102
2016
Q2 		$405K Buy
+1,630
New +$384K 0.13% 124

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's LMT Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Lockheed Martin (LMT) stake by 0.68% in Q4 2019, selling an estimated $31.1K and leaving 11,878 shares worth $4.63M. The position accounts for 1.21% of the portfolio, ranked #28.

Fiduciary Financial Services of The Southwest first reported a position in LMT in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.67M in Q3 2019. 1,819 funds tracked by Wall St. Rank hold LMT as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 11,878 shares of Lockheed Martin worth $4.63M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 81 Lockheed Martin shares in Q4 2019, an estimated $31.1K.
  • Lockheed Martin made up 1.21% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #28 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Lockheed Martin in Q2 2016 and has held it in 15 quarters since.
  • Fiduciary Financial Services of The Southwest's Lockheed Martin position peaked at $4.67M in Q3 2019.
  • 1,819 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.