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
2020 Q2	–	Sell	-16,600	Closed	-$71.4K	–	39
2020 Q1	$71.4K	Buy	+16,600	New	+$6.53M	0.04%	25

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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.