Leith Wheeler Investment Counsel’s Lockheed Martin LMT Stock Holding History

Leith Wheeler Investment Counsel’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 Q4	–	Sell	-701	Closed	-$269K	–	48
2020 Q3	$269K	Sell	701 -150	-18%	-$57.2K	0.06%	41
2020 Q2	$311K	Hold	851	–	–	0.08%	35
2020 Q1	$288K	Hold	851	–	–	0.09%	36
2019 Q4	$331K	Hold	851	–	–	0.08%	35
2019 Q3	$332K	Hold	851	–	–	0.1%	26
2019 Q2	$309K	Hold	851	–	–	0.09%	26
2019 Q1	$255K	Hold	851	–	–	0.08%	28
2018 Q4	$223K	Hold	851	–	–	0.08%	28
2018 Q3	$294K	Hold	851	–	–	0.09%	27
2018 Q2	$251K	Sell	851 -100	-11%	-$32.3K	0.09%	28
2018 Q1	$321K	Hold	951	–	–	0.31%	27
2017 Q4	$305K	Hold	951	–	–	0.53%	28
2017 Q3	$295K	Hold	951	–	–	0.12%	29
2017 Q2	$264K	Hold	951	–	–	0.12%	28
2017 Q1	$254K	Buy	+951	New	+$249K	0.17%	29
2016 Q4	–	Sell	-951	Closed	-$299K	–	17
2016 Q3	$299K	Hold	951	–	–	0.2%	8
2016 Q2	$307K	Hold	951	–	–	0.21%	10
2016 Q1	$273K	Hold	951	–	–	0.2%	8
2015 Q4	$286K	Buy	+951	New	+$206K	0.22%	6

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Leith Wheeler Investment Counsel's LMT Position: Q4 2020 in Review

Leith Wheeler Investment Counsel sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 701 shares — an estimated $269K sold.

Leith Wheeler Investment Counsel first reported a position in LMT in Q4 2015 and held it in 19 quarters. The position peaked at $332K in Q3 2019. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

Leith Wheeler Investment Counsel reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
Leith Wheeler Investment Counsel sold 701 Lockheed Martin shares in Q4 2020, an estimated $269K.
Leith Wheeler Investment Counsel first reported a position in Lockheed Martin in Q4 2015 and held it in 19 quarters.
Leith Wheeler Investment Counsel's Lockheed Martin position peaked at $332K in Q3 2019.
1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Leith Wheeler Investment Counsel's 13F filing for Q4 2020, filed 25 Jan 2021.