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Mader & Shannon Wealth Management’s Lockheed Martin LMT Stock Holding History

Mader & Shannon Wealth Management’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
Q1 		– Sell
-9,543
Closed -$3.39M – 27
2020
Q4 		$3.39M Sell
9,543
-215
-2% -$79K 2.24% 17
2020
Q3 		$3.74M Buy
9,758
+164
+2% +$62.6K 2.93% 11
2020
Q2 		$3.5M Buy
+9,594
New +$3.62M 2.85% 10

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mader & Shannon Wealth Management's LMT Position: Q1 2021 in Review

Mader & Shannon Wealth Management sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 9,543 shares — an estimated $3.39M sold.

Mader & Shannon Wealth Management first reported a position in LMT in Q2 2020 and held it in 3 quarters. The position peaked at $3.74M in Q3 2020. 1,952 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • Mader & Shannon Wealth Management reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 9,543 Lockheed Martin shares in Q1 2021, an estimated $3.39M.
  • Mader & Shannon Wealth Management first reported a position in Lockheed Martin in Q2 2020 and held it in 3 quarters.
  • Mader & Shannon Wealth Management's Lockheed Martin position peaked at $3.74M in Q3 2020.
  • 1,952 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.