Jupiter Investment Management’s Lockheed Martin LMT Stock Holding History

Jupiter Investment 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 Q2	$37.5M	Buy	+102,698	New	+$38.8M	0.6%	44
2020 Q1	–	Sell	-145,984	Closed	-$56.8M	–	438
2019 Q4	$56.8M	Sell	145,984 -9,850	-6%	-$3.78M	0.79%	31
2019 Q3	$60.8M	Buy	155,834 +145,672	+1,433%	+$54.8M	0.78%	32
2019 Q2	$3.69M	Buy	+10,162	New	+$3.4M	0.04%	205
2018 Q3	–	Sell	-7,907	Closed	-$2.33M	–	409
2018 Q2	$2.33M	Buy	+7,907	New	+$2.55M	0.02%	240
2013 Q3	–	Sell	-47,400	Closed	-$5.14M	–	304
2013 Q2	$5.14M	Buy	+47,400	New	+$4.84M	0.62%	56

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Investment Management's LMT Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Lockheed Martin (LMT) in Q2 2020: 102,698 shares worth $37.5M. The stake represents 0.6% of the portfolio and ranks #44 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in LMT as recently as Q4 2019.

Jupiter Investment Management first reported a position in LMT in Q2 2013 and has held it in 6 quarters since. The position peaked at $60.8M in Q3 2019. 1,820 funds tracked by Wall St. Rank hold LMT as of Q2 2020.

Jupiter Investment Management held 102,698 shares of Lockheed Martin worth $37.5M as of Q2 2020.
Lockheed Martin was a new Jupiter Investment Management position in Q2 2020.
Lockheed Martin made up 0.6% of Jupiter Investment Management's portfolio in Q2 2020, its #44 holding.
Jupiter Investment Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 6 quarters since.
Jupiter Investment Management's Lockheed Martin position peaked at $60.8M in Q3 2019.
1,820 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.