HC Financial Advisors’s Lockheed Martin LMT Stock Holding History

HC Financial Advisors’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 Q1	–	Sell	-166	Closed	-$59K	–	354
2020 Q4	$59K	Buy	+166	New	+$61K	0.04%	128

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Financial Advisors's LMT Position: Q1 2021 in Review

HC Financial Advisors sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 166 shares — an estimated $59K sold.

HC Financial Advisors first reported a position in LMT in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

HC Financial Advisors reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
HC Financial Advisors sold 166 Lockheed Martin shares in Q1 2021, an estimated $59K.
HC Financial Advisors first reported a position in Lockheed Martin in Q4 2020 and held it in 1 quarter.
HC Financial Advisors's Lockheed Martin position peaked at $59K in Q4 2020.
1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on HC Financial Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.