LGA
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Lebenthal Global Advisors’s Lockheed Martin LMT Stock Holding History

Lebenthal Global Advisors’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
Q3 		– Sell
-593
Closed -$224K – 151
2021
Q2 		$224K Buy
593
+23
+4% +$8.84K 0.12% 143
2021
Q1 		$210K Sell
570
-9
-2% -$3.09K 0.13% 127
2020
Q4 		$205K Buy
+579
New +$213K 0.15% 97

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lebenthal Global Advisors's LMT Position: Q3 2021 in Review

Lebenthal Global Advisors sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 593 shares — an estimated $224K sold.

Lebenthal Global Advisors first reported a position in LMT in Q4 2020 and held it in 3 quarters. The position peaked at $224K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Lebenthal Global Advisors reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 593 Lockheed Martin shares in Q3 2021, an estimated $224K.
  • Lebenthal Global Advisors first reported a position in Lockheed Martin in Q4 2020 and held it in 3 quarters.
  • Lebenthal Global Advisors's Lockheed Martin position peaked at $224K in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Lebenthal Global Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.