Legacy Capital Partners’s Lockheed Martin LMT Stock Holding History

Legacy Capital 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
2022 Q1	$746K	Buy	1,690 +50	+3%	+$20.3K	0.25%	84
2021 Q4	$583K	Hold	1,640	–	–	0.19%	100
2021 Q3	$566K	Sell	1,640 -100	-6%	-$36.2K	0.2%	96
2021 Q2	$658K	Buy	1,740 +190	+12%	+$73.1K	0.24%	88
2021 Q1	$573K	Buy	1,550 +215	+16%	+$73.8K	0.22%	91
2020 Q4	$474K	Sell	1,335 -310	-19%	-$114K	0.19%	97
2020 Q3	$630K	Buy	1,645 +445	+37%	+$170K	0.25%	81
2020 Q2	$438K	Buy	+1,200	New	+$453K	0.19%	96
2016 Q3	–	Sell	-4,440	Closed	-$1.1M	–	114
2016 Q2	$1.1M	Buy	4,440 +655	+17%	+$154K	0.69%	54
2016 Q1	$839K	Buy	3,785 +2,645	+232%	+$569K	0.54%	59
2015 Q4	$248K	Buy	+1,140	New	+$247K	0.16%	99

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Legacy Capital Partners's LMT Position: Q1 2022 in Review

Legacy Capital Partners increased its Lockheed Martin (LMT) stake by 3% in Q1 2022, buying an estimated $20.3K and bringing the position to 1,690 shares worth $746K. The position accounts for 0.25% of the portfolio, ranked #84.

Legacy Capital Partners first reported a position in LMT in Q4 2015 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2016. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

Legacy Capital Partners held 1,690 shares of Lockheed Martin worth $746K as of Q1 2022.
Legacy Capital Partners bought 50 Lockheed Martin shares in Q1 2022, an estimated $20.3K.
Lockheed Martin made up 0.25% of Legacy Capital Partners's portfolio in Q1 2022, its #84 holding.
Legacy Capital Partners first reported a position in Lockheed Martin in Q4 2015 and has held it in 11 quarters since.
Legacy Capital Partners's Lockheed Martin position peaked at $1.1M in Q2 2016.
2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.