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LifePlan Financial Group’s Lockheed Martin LMT Stock Holding History

LifePlan Financial Group’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 		$739K Hold
1,929
– – 0.32% 61
2020
Q2 		$704K Hold
1,929
– – 0.32% 61
2020
Q1 		$654K Hold
1,929
– – 0.35% 56
2019
Q4 		$751K Hold
1,929
– – 0.33% 58
2019
Q3 		$752K Hold
1,929
– – 0.35% 52
2019
Q2 		$701K Hold
1,929
– – 0.34% 56
2019
Q1 		$579K Hold
1,929
– – 0.31% 60
2018
Q4 		$505K Hold
1,929
– – 0.32% 58
2018
Q3 		$667K Sell
1,929
-56
-3% -$18.1K 0.36% 49
2018
Q2 		$586K Buy
1,985
+56
+3% +$18.1K 0.33% 56
2018
Q1 		$652K Sell
1,929
-40
-2% -$13.6K 0.38% 50
2017
Q4 		$611K Hold
1,969
– – 0.39% 49
2017
Q3 		$611K Buy
1,969
+12
+0.6% +$3.58K 0.39% 49
2017
Q2 		$543K Buy
1,957
+205
+12% +$56.3K 0.37% 55
2017
Q1 		$469K Sell
1,752
-64
-4% -$16.8K 0.33% 62
2016
Q4 		$454K Sell
1,816
-89
-5% -$22.2K 0.32% 70
2016
Q3 		$457K Buy
1,905
+49
+3% +$12.3K 0.31% 61
2016
Q2 		$461K Hold
1,856
– – 0.32% 54
2016
Q1 		$411K Hold
1,856
– – 0.29% 55
2015
Q4 		$403K Sell
1,856
-111
-6% -$24.1K 0.29% 52
2015
Q3 		$408K Hold
1,967
– – 0.3% 56
2015
Q2 		$366K Buy
1,967
+64
+3% +$12.3K 0.25% 69
2015
Q1 		$386K Hold
1,903
– – 0.26% 47
2014
Q4 		$366K Buy
1,903
+287
+18% +$53.3K 0.24% 49
2014
Q3 		$295K Hold
1,616
– – 0.25% 49
2014
Q2 		$260K Hold
1,616
– – 0.19% 52
2014
Q1 		$264K Hold
1,616
– – 0.21% 48
2013
Q4 		$240K Buy
1,616
+200
+14% +$27.2K 0.16% 51
2013
Q3 		$181K Buy
+1,416
New +$172K 0.15% 50

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Financial Group's LMT Position: Q3 2020 in Review

LifePlan Financial Group held its Lockheed Martin (LMT) position steady in Q3 2020 at 1,929 shares worth $739K. The position accounts for 0.32% of the portfolio, ranked #61.

LifePlan Financial Group first reported a position in LMT in Q3 2013 and has held it in 29 quarters since. The position peaked at $752K in Q3 2019. 1,838 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

  • LifePlan Financial Group held 1,929 shares of Lockheed Martin worth $739K as of Q3 2020.
  • LifePlan Financial Group left its Lockheed Martin share count unchanged in Q3 2020.
  • Lockheed Martin made up 0.32% of LifePlan Financial Group's portfolio in Q3 2020, its #61 holding.
  • LifePlan Financial Group first reported a position in Lockheed Martin in Q3 2013 and has held it in 29 quarters since.
  • LifePlan Financial Group's Lockheed Martin position peaked at $752K in Q3 2019.
  • 1,838 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.