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Marsico Capital Management’s Lockheed Martin LMT Stock Holding History

Marsico Capital 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
2020
Q4 		– Sell
-113,841
Closed -$43.6M – 92
2020
Q3 		$43.6M Hold
113,841
– – 1.21% 25
2020
Q2 		$41.5M Sell
113,841
-47,220
-29% -$17.8M 1.31% 22
2020
Q1 		$54.6M Sell
161,061
-3,982
-2% -$1.57M 2.34% 15
2019
Q4 		$64.3M Sell
165,043
-5,748
-3% -$2.21M 2.29% 15
2019
Q3 		$66.6M Buy
170,791
+251
+0.1% +$94.4K 2.6% 13
2019
Q2 		$62M Sell
170,540
-51,911
-23% -$17.4M 2.21% 16
2019
Q1 		$66.8M Sell
222,451
-197,554
-47% -$57.9M 2.41% 14
2018
Q4 		$110M Buy
420,005
+283,545
+208% +$86M 4.64% 9
2018
Q3 		$47.2M Sell
136,460
-720
-0.5% -$232K 1.59% 16
2018
Q2 		$40.5M Sell
137,180
-231,546
-63% -$74.7M 1.45% 21
2018
Q1 		$125M Sell
368,726
-39,610
-10% -$13.5M 4.68% 9
2017
Q4 		$131M Sell
408,336
-10,076
-2% -$3.18M 5.24% 8
2017
Q3 		$130M Buy
418,412
+76,738
+22% +$22.9M 5.21% 9
2017
Q2 		$94.9M Buy
341,674
+39,359
+13% +$10.8M 3.97% 9
2017
Q1 		$80.9M Sell
302,315
-32,105
-10% -$8.41M 3.5% 9
2016
Q4 		$83.6M Sell
334,420
-37,474
-10% -$9.37M 3.7% 9
2016
Q3 		$89.2M Buy
371,894
+297,500
+400% +$74.5M 3.33% 9
2016
Q2 		$18.5M Hold
74,394
– – 0.64% 29
2016
Q1 		$16.5M Buy
74,394
+42,947
+137% +$9.24M 0.49% 34
2015
Q4 		$6.83M Hold
31,447
– – 0.12% 63
2015
Q3 		$6.52M Sell
31,447
-97,261
-76% -$19.8M 0.07% 78
2015
Q2 		$23.9M Sell
128,708
-595,963
-82% -$115M 0.21% 60
2015
Q1 		$147M Buy
724,671
+587,899
+430% +$116M 1.24% 27
2014
Q4 		$26.3M Buy
+136,772
New +$25.4M 0.21% 48
2014
Q1 		– Sell
-51,722
Closed -$7.69M – 112
2013
Q4 		$7.69M Sell
51,722
-1,635,695
-97% -$222M 0.05% 90
2013
Q3 		$215M Buy
1,687,417
+1,410,023
+508% +$171M 1.59% 24
2013
Q2 		$30.1M Buy
+277,394
New +$28.3M 0.19% 63

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marsico Capital Management's LMT Position: Q4 2020 in Review

Marsico Capital Management sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 113,841 shares — an estimated $43.6M sold.

Marsico Capital Management first reported a position in LMT in Q2 2013 and held it in 27 quarters. The position peaked at $215M in Q3 2013. 1,942 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Marsico Capital Management reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • Marsico Capital Management sold 113,841 Lockheed Martin shares in Q4 2020, an estimated $43.6M.
  • Marsico Capital Management first reported a position in Lockheed Martin in Q2 2013 and held it in 27 quarters.
  • Marsico Capital Management's Lockheed Martin position peaked at $215M in Q3 2013.
  • 1,942 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Marsico Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.