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Huber Financial Advisors’s Lockheed Martin LMT Stock Holding History

Huber Financial 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
Q1 		$208K Hold
613
– – 0.08% 106
2019
Q4 		$239K Hold
613
– – 0.08% 108
2019
Q3 		$239K Buy
613
+13
+2% +$4.89K 0.09% 108
2019
Q2 		$218K Buy
+600
New +$201K 0.09% 112

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Huber Financial Advisors's LMT Position: Q1 2020 in Review

Huber Financial Advisors held its Lockheed Martin (LMT) position steady in Q1 2020 at 613 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #106.

Huber Financial Advisors first reported a position in LMT in Q2 2019 and has held it in 4 quarters since. The position peaked at $239K in Q4 2019. 1,743 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

  • Huber Financial Advisors held 613 shares of Lockheed Martin worth $208K as of Q1 2020.
  • Huber Financial Advisors left its Lockheed Martin share count unchanged in Q1 2020.
  • Lockheed Martin made up 0.08% of Huber Financial Advisors's portfolio in Q1 2020, its #106 holding.
  • Huber Financial Advisors first reported a position in Lockheed Martin in Q2 2019 and has held it in 4 quarters since.
  • Huber Financial Advisors's Lockheed Martin position peaked at $239K in Q4 2019.
  • 1,743 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.