Guardian Capital Advisors (Canada)’s Lockheed Martin LMT Stock Holding History

Guardian Capital Advisors (Canada)’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 Q2	–	Sell	-550	Closed	-$214K	–	176
2021 Q1	$214K	Buy	+550	New	+$189K	0.02%	165
2016 Q3	–	Sell	-1,100	Closed	-$275K	–	168
2016 Q2	$275K	Buy	1,100 +100	+10%	+$23.6K	0.05%	134
2016 Q1	$223K	Hold	1,000	–	–	0.04%	146
2015 Q4	$221K	Sell	1,000 -100	-9%	-$21.7K	0.05%	150
2015 Q3	$228K	Hold	1,100	–	–	0.05%	149
2015 Q2	$224K	Hold	1,100	–	–	0.04%	159
2015 Q1	$275K	Hold	1,100	–	–	0.04%	163
2014 Q4	$254K	Sell	1,100 -125	-10%	-$23.2K	0.04%	159
2014 Q3	$246K	Buy	+1,225	New	+$209K	0.04%	157
2014 Q2	–	Sell	-1,225	Closed	-$200K	–	182
2014 Q1	$200K	Buy	+1,225	New	+$192K	0.04%	170

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s LMT Position: Q2 2021 in Review

Guardian Capital Advisors (Canada) sold out of Lockheed Martin (LMT) in Q2 2021, closing a stake of 550 shares — an estimated $214K sold.

Guardian Capital Advisors (Canada) first reported a position in LMT in Q1 2014 and held it in 10 quarters. The position peaked at $275K in Q2 2016. 1,982 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

Guardian Capital Advisors (Canada) reported no remaining Lockheed Martin position as of Q2 2021 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 550 Lockheed Martin shares in Q2 2021, an estimated $214K.
Guardian Capital Advisors (Canada) first reported a position in Lockheed Martin in Q1 2014 and held it in 10 quarters.
Guardian Capital Advisors (Canada)'s Lockheed Martin position peaked at $275K in Q2 2016.
1,982 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q2 2021, filed 17 Aug 2021.