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Horan Capital Advisors’s Lockheed Martin LMT Stock Holding History

Horan Capital 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
-45
Closed -$17K – 193
2020
Q3 		$17K Buy
+45
New +$17.2K 0.01% 221
2020
Q1 		– Sell
-45
Closed -$18K – 177
2019
Q4 		$18K Hold
45
– – 0.01% 200
2019
Q3 		$18K Buy
+45
New +$16.9K 0.01% 203
2014
Q3 		– Sell
-1,456
Closed -$234K – 62
2014
Q2 		$234K Hold
1,456
– – 0.21% 63
2014
Q1 		$238K Hold
1,456
– – 0.23% 64
2013
Q4 		$216K Buy
+1,456
New +$198K 0.22% 63

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horan Capital Advisors's LMT Position: Q4 2020 in Review

Horan Capital Advisors sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 45 shares — an estimated $17K sold.

Horan Capital Advisors first reported a position in LMT in Q4 2013 and held it in 6 quarters. The position peaked at $238K in Q1 2014. 1,942 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Horan Capital Advisors reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 45 Lockheed Martin shares in Q4 2020, an estimated $17K.
  • Horan Capital Advisors first reported a position in Lockheed Martin in Q4 2013 and held it in 6 quarters.
  • Horan Capital Advisors's Lockheed Martin position peaked at $238K in Q1 2014.
  • 1,942 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.