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HMS Capital Management’s Lockheed Martin LMT Stock Holding History

HMS Capital Management’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
Q1 		– Sell
-300
Closed -$117K – 125
2019
Q4 		$117K Hold
300
– – 0.05% 157
2019
Q3 		$117K Sell
300
-100
-25% -$37.6K 0.04% 190
2019
Q2 		$145K Sell
400
-200
-33% -$66.9K 0.06% 157
2019
Q1 		$180K Sell
600
-1,300
-68% -$381K 0.08% 151
2018
Q4 		$498K Hold
1,900
– – 0.25% 99
2018
Q3 		$658K Buy
1,900
+600
+46% +$194K 0.33% 89
2018
Q2 		$384K Buy
+1,300
New +$419K 0.22% 134

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HMS Capital Management's LMT Position: Q1 2021 in Review

HMS Capital Management sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 962 shares — an estimated $341K sold.

HMS Capital Management first reported a position in LMT in Q1 2018 and held it in 11 quarters. The position peaked at $1.44M in Q3 2018. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • HMS Capital Management reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • HMS Capital Management sold 962 Lockheed Martin shares in Q1 2021, an estimated $341K.
  • HMS Capital Management first reported a position in Lockheed Martin in Q1 2018 and held it in 11 quarters.
  • HMS Capital Management's Lockheed Martin position peaked at $1.44M in Q3 2018.
  • 1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on HMS Capital Management's 13F filing for Q1 2021, filed 12 Apr 2021.