KPCM
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Kings Point Capital Management’s Lockheed Martin LMT Stock Holding History

Kings Point Capital 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
2022
Q1 		$42K Sell
96
-40
-29% -$16.2K ﹤0.01% 371
2021
Q4 		$48K Sell
136
-28,029
-100% -$9.69M ﹤0.01% 392
2021
Q3 		$9.72M Buy
28,165
+811
+3% +$293K 0.86% 44
2021
Q2 		$10.3M Buy
27,354
+101
+0.4% +$38.8K 0.94% 41
2021
Q1 		$10.1M Buy
27,253
+923
+4% +$317K 0.99% 40
2020
Q4 		$9.35M Buy
26,330
+806
+3% +$296K 1% 40
2020
Q3 		$9.78M Buy
25,524
+63
+0.2% +$24K 1.22% 24
2020
Q2 		$9.29M Buy
25,461
+226
+0.9% +$85.4K 1.35% 25
2020
Q1 		$8.55M Buy
25,235
+2,352
+10% +$925K 1.51% 19
2019
Q4 		$8.91M Buy
22,883
+173
+0.8% +$66.4K 1.31% 25
2019
Q3 		$8.86M Buy
22,710
+216
+1% +$81.2K 1.5% 20
2019
Q2 		$8.18M Buy
22,494
+197
+0.9% +$65.9K 1.49% 21
2019
Q1 		$6.69M Sell
22,297
-199
-0.9% -$58.4K 1.33% 28
2018
Q4 		$5.89M Sell
22,496
-393
-2% -$119K 1.31% 29
2018
Q3 		$7.92M Sell
22,889
-517
-2% -$167K 1.48% 21
2018
Q2 		$6.92M Buy
23,406
+2,755
+13% +$889K 1.36% 27
2018
Q1 		$6.98M Buy
20,651
+1,220
+6% +$415K 1.41% 25
2017
Q4 		$6.24M Buy
19,431
+1,574
+9% +$496K 1.31% 30
2017
Q3 		$5.54M Sell
17,857
-765
-4% -$228K 1.24% 30
2017
Q2 		$5.17M Buy
18,622
+14
+0.1% +$3.85K 1.2% 32
2017
Q1 		$4.98M Sell
18,608
-82
-0.4% -$21.5K 1.17% 35
2016
Q4 		$4.67M Buy
18,690
+451
+2% +$113K 1.15% 33
2016
Q3 		$4.37M Buy
18,239
+1,381
+8% +$346K 1.15% 31
2016
Q2 		$4.18M Buy
16,858
+896
+6% +$211K 1.07% 37
2016
Q1 		$3.54M Buy
15,962
+4,034
+34% +$868K 0.9% 36
2015
Q4 		$2.59M Buy
11,928
+3,907
+49% +$848K 0.64% 48
2015
Q3 		$1.66M Buy
8,021
+2,080
+35% +$423K 0.44% 55
2015
Q2 		$1.1M Buy
5,941
+2,015
+51% +$388K 0.27% 74
2015
Q1 		$797K Buy
3,926
+3,606
+1,127% +$712K 0.2% 78
2014
Q4 		$62K Buy
+320
New +$59.4K 0.02% 184

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kings Point Capital Management's LMT Position: Q1 2022 in Review

Kings Point Capital Management reduced its Lockheed Martin (LMT) stake by 29% in Q1 2022, selling an estimated $16.2K and leaving 96 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Kings Point Capital Management first reported a position in LMT in Q4 2014 and has held it in 30 quarters since. The position peaked at $10.3M in Q2 2021. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

  • Kings Point Capital Management held 96 shares of Lockheed Martin worth $42K as of Q1 2022.
  • Kings Point Capital Management sold 40 Lockheed Martin shares in Q1 2022, an estimated $16.2K.
  • Lockheed Martin made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #371 holding.
  • Kings Point Capital Management first reported a position in Lockheed Martin in Q4 2014 and has held it in 30 quarters since.
  • Kings Point Capital Management's Lockheed Martin position peaked at $10.3M in Q2 2021.
  • 2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.