JBJ Investment Partners’s Lockheed Martin LMT Stock Holding History

JBJ Investment Partners’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
2021 Q4	$302K	Sell	851 -215	-20%	-$74.4K	0.06%	51
2021 Q3	$368K	Sell	1,066 -12	-1%	-$4.34K	0.08%	48
2021 Q2	$408K	Hold	1,078	–	–	0.08%	45
2021 Q1	$398K	Sell	1,078 -69	-6%	-$23.7K	0.09%	45
2020 Q4	$407K	Buy	1,147 +552	+93%	+$203K	0.09%	44
2020 Q3	$228K	Buy	+595	New	+$227K	0.06%	46
2019 Q2	–	Sell	-147	Closed	-$44K	–	132
2019 Q1	$44K	Buy	+147	New	+$43.1K	0.02%	96

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JBJ Investment Partners's LMT Position: Q4 2021 in Review

JBJ Investment Partners reduced its Lockheed Martin (LMT) stake by 20% in Q4 2021, selling an estimated $74.4K and leaving 851 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #51.

JBJ Investment Partners first reported a position in LMT in Q1 2019 and has held it in 7 quarters since. The position peaked at $408K in Q2 2021. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

JBJ Investment Partners held 851 shares of Lockheed Martin worth $302K as of Q4 2021.
JBJ Investment Partners sold 215 Lockheed Martin shares in Q4 2021, an estimated $74.4K.
Lockheed Martin made up 0.06% of JBJ Investment Partners's portfolio in Q4 2021, its #51 holding.
JBJ Investment Partners first reported a position in Lockheed Martin in Q1 2019 and has held it in 7 quarters since.
JBJ Investment Partners's Lockheed Martin position peaked at $408K in Q2 2021.
2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.