Kays Financial Advisory’s Lockheed Martin LMT Stock Holding History

Kays Financial Advisory’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 Q3	$443K	Hold	1,155	–	–	0.07%	66
2020 Q2	$421K	Hold	1,155	–	–	0.07%	67
2020 Q1	$391K	Hold	1,155	–	–	0.08%	63
2019 Q4	$450K	Sell	1,155 -853	-42%	-$327K	0.08%	66
2019 Q3	$784K	Buy	2,008 +11	+0.6%	+$4.14K	0.14%	61
2019 Q2	$726K	Buy	1,997 +1	+0.1%	+$335	0.13%	63
2019 Q1	$599K	Buy	1,996 +806	+68%	+$236K	0.12%	64
2018 Q4	$312K	Buy	+1,190	New	+$361K	0.07%	85
2018 Q1	–	Sell	-1,973	Closed	-$633K	–	82
2017 Q4	$633K	Sell	1,973 -89	-4%	-$28.1K	0.19%	54
2017 Q3	$640K	Buy	2,062 +528	+34%	+$158K	0.2%	55
2017 Q2	$426K	Sell	1,534 -107	-7%	-$29.4K	0.14%	57
2017 Q1	$439K	Buy	1,641 +133	+9%	+$34.8K	0.16%	58
2016 Q4	$377K	Buy	+1,508	New	+$377K	0.15%	58
2016 Q1	–	Sell	-1,076	Closed	-$234K	–	67
2015 Q4	$234K	Hold	1,076	–	–	0.12%	56
2015 Q3	$223K	Hold	1,076	–	–	0.13%	58
2015 Q2	$200K	Hold	1,076	–	–	0.12%	61
2015 Q1	$218K	Buy	+1,076	New	+$212K	0.13%	60

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kays Financial Advisory's LMT Position: Q3 2020 in Review

Kays Financial Advisory held its Lockheed Martin (LMT) position steady in Q3 2020 at 1,155 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #66.

Kays Financial Advisory first reported a position in LMT in Q1 2015 and has held it in 17 quarters since. The position peaked at $784K in Q3 2019. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

Kays Financial Advisory held 1,155 shares of Lockheed Martin worth $443K as of Q3 2020.
Kays Financial Advisory left its Lockheed Martin share count unchanged in Q3 2020.
Lockheed Martin made up 0.07% of Kays Financial Advisory's portfolio in Q3 2020, its #66 holding.
Kays Financial Advisory first reported a position in Lockheed Martin in Q1 2015 and has held it in 17 quarters since.
Kays Financial Advisory's Lockheed Martin position peaked at $784K in Q3 2019.
1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.