First Western Capital Management’s Lockheed Martin LMT Stock Holding History

First Western Capital 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
2020 Q3	$306K	Hold	797	–	–	6.49%	6
2020 Q2	$291K	Sell	797 -3	-0.4%	-$1.13K	6.57%	5
2020 Q1	$271K	Sell	800 -19	-2%	-$7.47K	8.14%	3
2019 Q4	$319K	Hold	819	–	–	5.06%	6
2019 Q3	$320K	Sell	819 -159	-16%	-$59.8K	4.99%	6
2019 Q2	$356K	Sell	978 -25	-2%	-$8.36K	4.72%	5
2019 Q1	$301K	Sell	1,003 -307	-23%	-$90K	4.28%	11
2018 Q4	$343K	Sell	1,310 -794	-38%	-$241K	3.11%	15
2018 Q3	$728K	Sell	2,104 -136	-6%	-$43.9K	3.27%	7
2018 Q2	$662K	Buy	2,240 +400	+22%	+$129K	2.99%	10
2018 Q1	$622K	Sell	1,840 -385	-17%	-$131K	2.95%	7
2017 Q4	$714K	Hold	2,225	–	–	0.41%	46
2017 Q3	$691K	Sell	2,225 -107	-5%	-$31.9K	0.42%	43
2017 Q2	$648K	Sell	2,332 -472	-17%	-$130K	0.39%	50
2017 Q1	$750K	Sell	2,804 -934	-25%	-$245K	0.45%	57
2016 Q4	$934K	Sell	3,738 -2,384	-39%	-$596K	0.51%	63
2016 Q3	$1.47M	Sell	6,122 -3,623	-37%	-$907K	0.57%	70
2016 Q2	$2.42M	Buy	9,745 +494	+5%	+$116K	0.88%	51
2016 Q1	$2.05M	Sell	9,251 -935	-9%	-$201K	0.73%	61
2015 Q4	$2.21M	Sell	10,186 -85	-0.8%	-$18.4K	0.69%	64
2015 Q3	$2.13M	Buy	10,271 +2,082	+25%	+$424K	0.71%	64
2015 Q2	$1.52M	Sell	8,189 -2,539	-24%	-$489K	0.49%	84
2015 Q1	$2.18M	Sell	10,728 -281	-3%	-$55.5K	0.65%	70
2014 Q4	$2.12M	Buy	11,009 +971	+10%	+$180K	0.63%	65
2014 Q3	$1.83M	Buy	10,038 +323	+3%	+$55K	0.54%	72
2014 Q2	$1.56M	Sell	9,715 -1,559	-14%	-$253K	0.52%	75
2014 Q1	$1.84M	Buy	11,274 +42	+0.4%	+$6.59K	0.65%	56
2013 Q4	$1.67M	Buy	+11,232	New	+$1.53M	0.58%	63

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Western Capital Management's LMT Position: Q3 2020 in Review

First Western Capital Management held its Lockheed Martin (LMT) position steady in Q3 2020 at 797 shares worth $306K. The position accounts for 6.49% of the portfolio, ranked #6.

First Western Capital Management first reported a position in LMT in Q4 2013 and has held it in 28 quarters since. The position peaked at $2.42M in Q2 2016. 1,838 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

First Western Capital Management held 797 shares of Lockheed Martin worth $306K as of Q3 2020.
First Western Capital Management left its Lockheed Martin share count unchanged in Q3 2020.
Lockheed Martin made up 6.49% of First Western Capital Management's portfolio in Q3 2020, its #6 holding.
First Western Capital Management first reported a position in Lockheed Martin in Q4 2013 and has held it in 28 quarters since.
First Western Capital Management's Lockheed Martin position peaked at $2.42M in Q2 2016.
1,838 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on First Western Capital Management's 13F filing for Q3 2020, filed 18 Nov 2020.