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Heard Capital LLC’s Lockheed Martin LMT Stock Holding History

Heard Capital LLC’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
Q4 		– Sell
-105,051
Closed -$36.3M – 46
2021
Q3 		$36.3M Buy
105,051
+25,051
+31% +$9.07M 7.03% 7
2021
Q2 		$30.3M Buy
80,000
+11,630
+17% +$4.47M 6.86% 7
2021
Q1 		$25.3M Buy
68,370
+4,982
+8% +$1.71M 7.08% 7
2020
Q4 		$22.5M Buy
63,388
+8,260
+15% +$3.04M 7.47% 6
2020
Q3 		$21.1M Buy
55,128
+12,745
+30% +$4.86M 8.7% 7
2020
Q2 		$15.5M Buy
42,383
+10,597
+33% +$4M 7.59% 9
2020
Q1 		$10.8M Buy
31,786
+3,859
+14% +$1.52M 6.41% 8
2019
Q4 		$10.9M Buy
+27,927
New +$10.7M 5.13% 9

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heard Capital LLC's LMT Position: Q4 2021 in Review

Heard Capital LLC sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 105,051 shares — an estimated $36.3M sold.

Heard Capital LLC first reported a position in LMT in Q4 2019 and held it in 8 quarters. The position peaked at $36.3M in Q3 2021. 2,061 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • Heard Capital LLC reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
  • Heard Capital LLC sold 105,051 Lockheed Martin shares in Q4 2021, an estimated $36.3M.
  • Heard Capital LLC first reported a position in Lockheed Martin in Q4 2019 and held it in 8 quarters.
  • Heard Capital LLC's Lockheed Martin position peaked at $36.3M in Q3 2021.
  • 2,061 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Heard Capital LLC's 13F filing for Q4 2021, filed 14 Feb 2022.