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Lucia Wealth Services’s Lockheed Martin LMT Stock Holding History

Lucia Wealth Services’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 		$1.03M Buy
2,676
+189
+8% +$72.1K 0.24% 71
2020
Q2 		$908K Sell
2,487
-261
-9% -$98.6K 0.24% 72
2020
Q1 		$931K Buy
2,748
+410
+18% +$161K 0.31% 56
2019
Q4 		$910K Buy
2,338
+329
+16% +$126K 0.28% 67
2019
Q3 		$784K Buy
2,009
+1,818
+952% +$684K 0.26% 65
2019
Q2 		$69K Buy
191
+84
+79% +$28.1K 0.02% 134
2019
Q1 		$32K Buy
107
+84
+365% +$24.6K 0.01% 168
2018
Q4 		$6K Sell
23
-177
-89% -$53.7K ﹤0.01% 163
2018
Q3 		$69K Buy
200
+10
+5% +$3.23K 0.02% 174
2018
Q2 		$56K Buy
190
+55
+41% +$17.7K 0.02% 158
2018
Q1 		$46K Sell
135
-493
-79% -$168K 0.01% 146
2017
Q4 		$202K Buy
+628
New +$198K 0.09% 117

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

Lucia Wealth Services's LMT Position: Q3 2020 in Review

Lucia Wealth Services increased its Lockheed Martin (LMT) stake by 7.6% in Q3 2020, buying an estimated $72.1K and bringing the position to 2,676 shares worth $1.03M. The position accounts for 0.24% of the portfolio, ranked #71.

Lucia Wealth Services first reported a position in LMT in Q4 2017 and has held it in 12 quarters since. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

  • Lucia Wealth Services held 2,676 shares of Lockheed Martin worth $1.03M as of Q3 2020.
  • Lucia Wealth Services bought 189 Lockheed Martin shares in Q3 2020, an estimated $72.1K.
  • Lockheed Martin made up 0.24% of Lucia Wealth Services's portfolio in Q3 2020, its #71 holding.
  • Lucia Wealth Services first reported a position in Lockheed Martin in Q4 2017 and has held it in 12 quarters since.
  • 1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.