JBF Capital’s Lockheed Martin LMT Stock Holding History

JBF Capital’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
2022 Q1	–	Sell	-300	Closed	-$107K	–	85
2021 Q4	$107K	Hold	300	–	–	0.02%	79
2021 Q3	$104K	Sell	300 -100	-25%	-$36.2K	0.02%	72
2021 Q2	$151K	Buy	+400	New	+$154K	0.04%	52
2020 Q4	–	Sell	-550	Closed	-$211K	–	101
2020 Q3	$211K	Hold	550	–	–	0.03%	47
2020 Q2	$201K	Buy	+550	New	+$208K	0.03%	54

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JBF Capital's LMT Position: Q1 2022 in Review

JBF Capital sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 300 shares — an estimated $107K sold.

JBF Capital first reported a position in LMT in Q2 2020 and held it in 5 quarters. The position peaked at $211K in Q3 2020. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

JBF Capital reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
JBF Capital sold 300 Lockheed Martin shares in Q1 2022, an estimated $107K.
JBF Capital first reported a position in Lockheed Martin in Q2 2020 and held it in 5 quarters.
JBF Capital's Lockheed Martin position peaked at $211K in Q3 2020.
2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on JBF Capital's 13F filing for Q1 2022, filed 16 May 2022.