FP
LMT icon

Foundry Partners’s Lockheed Martin LMT Stock Holding History

Foundry Partners’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
-539
Closed -$207K – 438
2020
Q3 		$207K Buy
+539
New +$206K 0.01% 404
2020
Q1 		– Sell
-539
Closed -$210K – 401
2019
Q4 		$210K Hold
539
– – 0.01% 390
2019
Q3 		$210K Buy
+539
New +$203K 0.01% 383
2018
Q2 		– Sell
-661
Closed -$223K – 399
2018
Q1 		$223K Sell
661
-106
-14% -$36.1K 0.01% 383
2017
Q4 		$246K Sell
767
-48
-6% -$15.1K 0.01% 372
2017
Q3 		$253K Hold
815
– – 0.01% 376
2017
Q2 		$226K Sell
815
-2,130
-72% -$585K 0.01% 401
2017
Q1 		$788K Sell
2,945
-925
-24% -$242K 0.03% 356
2016
Q4 		$967K Sell
3,870
-9,153
-70% -$2.29M 0.04% 347
2016
Q3 		$3.12M Sell
13,023
-3,372
-21% -$844K 0.16% 203
2016
Q2 		$4.07M Sell
16,395
-5,208
-24% -$1.23M 0.23% 150
2016
Q1 		$4.79M Sell
21,603
-32,369
-60% -$6.96M 0.47% 57
2015
Q4 		$11.7M Buy
53,972
+21,857
+68% +$4.74M 0.97% 24
2015
Q3 		$6.66M Buy
+32,115
New +$6.53M 0.58% 54

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundry Partners's LMT Position: Q4 2020 in Review

Foundry Partners sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 539 shares — an estimated $207K sold.

Foundry Partners first reported a position in LMT in Q3 2015 and held it in 14 quarters. The position peaked at $11.7M in Q4 2015. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Foundry Partners reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • Foundry Partners sold 539 Lockheed Martin shares in Q4 2020, an estimated $207K.
  • Foundry Partners first reported a position in Lockheed Martin in Q3 2015 and held it in 14 quarters.
  • Foundry Partners's Lockheed Martin position peaked at $11.7M in Q4 2015.
  • 1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Foundry Partners's 13F filing for Q4 2020, filed 4 Feb 2021.