Main Street Research’s Lockheed Martin LMT Stock Holding History

Main Street Research’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	–	Sell	-618	Closed	-$220K	–	135
2021 Q4	$220K	Buy	618 +38	+7%	+$13.1K	0.02%	132
2021 Q3	$200K	Buy	+580	New	+$210K	0.02%	132
2021 Q2	–	Sell	-619	Closed	-$229K	–	145
2021 Q1	$229K	Buy	619 +26	+4%	+$8.92K	0.02%	121
2020 Q4	$210K	Buy	+593	New	+$218K	0.02%	120
2020 Q1	–	Sell	-33,895	Closed	-$13.2M	–	96
2019 Q4	$13.2M	Buy	33,895 +135	+0.4%	+$51.8K	2.08%	29
2019 Q3	$13.2M	Buy	+33,760	New	+$12.7M	2.47%	24
2018 Q4	–	Sell	-23,926	Closed	-$8.28M	–	96
2018 Q3	$8.28M	Buy	23,926 +1,586	+7%	+$512K	1.19%	36
2018 Q2	$6.6M	Sell	22,340 -23,014	-51%	-$7.42M	1.03%	39
2018 Q1	$15.3M	Buy	45,354 +2,465	+6%	+$839K	2.43%	11
2017 Q4	$13.8M	Buy	42,889 +511	+1%	+$161K	2.1%	18
2017 Q3	$13.1M	Buy	42,378 +233	+0.6%	+$69.5K	2.12%	16
2017 Q2	$11.7M	Buy	42,145 +1,959	+5%	+$538K	1.91%	19
2017 Q1	$10.8M	Buy	40,186 +752	+2%	+$197K	1.88%	20
2016 Q4	$9.86M	Buy	39,434 +966	+3%	+$241K	1.92%	21
2016 Q3	$9.22M	Buy	38,468 +193	+0.5%	+$48.3K	1.8%	19
2016 Q2	$9.5M	Buy	38,275 +1,371	+4%	+$323K	1.96%	19
2016 Q1	$8.17M	Buy	+36,904	New	+$7.94M	2.11%	20

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

Main Street Research's LMT Position: Q1 2022 in Review

Main Street Research sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 618 shares — an estimated $220K sold.

Main Street Research first reported a position in LMT in Q1 2016 and held it in 17 quarters. The position peaked at $15.3M in Q1 2018. 2,179 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

Main Street Research reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
Main Street Research sold 618 Lockheed Martin shares in Q1 2022, an estimated $220K.
Main Street Research first reported a position in Lockheed Martin in Q1 2016 and held it in 17 quarters.
Main Street Research's Lockheed Martin position peaked at $15.3M in Q1 2018.
2,179 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on Main Street Research's 13F filing for Q1 2022, filed 5 May 2022.