HWA
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Heritage Way Advisors’s Lockheed Martin LMT Stock Holding History

Heritage Way 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
2020
Q4 		– Sell
-5,767
Closed -$2.21M – 66
2020
Q3 		$2.21M Buy
+5,767
New +$2.2M 1.16% 43

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Way Advisors's LMT Position: Q4 2020 in Review

Heritage Way Advisors sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 5,767 shares — an estimated $2.21M sold.

Heritage Way Advisors first reported a position in LMT in Q3 2020 and held it in 1 quarter. The position peaked at $2.21M in Q3 2020. 1,942 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Heritage Way Advisors reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • Heritage Way Advisors sold 5,767 Lockheed Martin shares in Q4 2020, an estimated $2.21M.
  • Heritage Way Advisors first reported a position in Lockheed Martin in Q3 2020 and held it in 1 quarter.
  • Heritage Way Advisors's Lockheed Martin position peaked at $2.21M in Q3 2020.
  • 1,942 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Heritage Way Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.