Global Financial Private Capital’s Lockheed Martin LMT Stock Holding History

Global Financial Private Capital’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 Q2	$1.41M	Buy	3,850 +1,319	+52%	+$498K	0.09%	181
2020 Q1	$858K	Buy	2,531 +2,528	+84,267%	+$994K	0.05%	196
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	379
2019 Q3	$1K	Sell	3 -200	-99%	-$75.2K	﹤0.01%	367
2019 Q2	$74K	Sell	203 -1,197	-86%	-$400K	﹤0.01%	302
2019 Q1	$420K	Sell	1,400 -46	-3%	-$13.5K	0.02%	302
2018 Q4	$379K	Sell	1,446 -5,046	-78%	-$1.53M	0.02%	281
2018 Q3	$2.25M	Sell	6,492 -949	-13%	-$306K	0.08%	193
2018 Q2	$2.2M	Sell	7,441 -2,761	-27%	-$891K	0.07%	189
2018 Q1	$3.45M	Sell	10,202 -1,940	-16%	-$660K	0.12%	139
2017 Q4	$3.9M	Buy	12,142 +4,622	+61%	+$1.46M	0.13%	114
2017 Q3	$2.33M	Buy	+7,520	New	+$2.24M	0.08%	154
2017 Q2	–	Sell	-97	Closed	-$26K	–	230
2017 Q1	$26K	Buy	+97	New	+$25.4K	﹤0.01%	218

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Financial Private Capital's LMT Position: Q2 2020 in Review

Global Financial Private Capital increased its Lockheed Martin (LMT) stake by 52% in Q2 2020, buying an estimated $498K and bringing the position to 3,850 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #181.

Global Financial Private Capital first reported a position in LMT in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.9M in Q4 2017. 1,820 funds tracked by Wall St. Rank hold LMT as of Q2 2020.

Global Financial Private Capital held 3,850 shares of Lockheed Martin worth $1.41M as of Q2 2020.
Global Financial Private Capital bought 1,319 Lockheed Martin shares in Q2 2020, an estimated $498K.
Lockheed Martin made up 0.09% of Global Financial Private Capital's portfolio in Q2 2020, its #181 holding.
Global Financial Private Capital first reported a position in Lockheed Martin in Q1 2017 and has held it in 13 quarters since.
Global Financial Private Capital's Lockheed Martin position peaked at $3.9M in Q4 2017.
1,820 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.