McDaniel Terry & Co’s Lockheed Martin LMT Stock Holding History

McDaniel Terry & Co’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	-883	Closed	-$314K	–	106
2021 Q4	$314K	Buy	883 +141	+19%	+$48.8K	0.03%	85
2021 Q3	$256K	Hold	742	–	–	0.03%	76
2021 Q2	$281K	Hold	742	–	–	0.03%	79
2021 Q1	$274K	Hold	742	–	–	0.03%	75
2020 Q4	$263K	Buy	742 +5	+0.7%	+$1.84K	0.03%	73
2020 Q3	$282K	Hold	737	–	–	0.04%	65
2020 Q2	$269K	Hold	737	–	–	0.04%	67
2020 Q1	$250K	Buy	737 +133	+22%	+$52.3K	0.05%	63
2019 Q4	$235K	Hold	604	–	–	0.04%	76
2019 Q3	$236K	Buy	+604	New	+$227K	0.04%	74
2018 Q3	–	Sell	-900	Closed	-$266K	–	67
2018 Q2	$266K	Buy	+900	New	+$290K	0.05%	58

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

McDaniel Terry & Co's LMT Position: Q1 2022 in Review

McDaniel Terry & Co sold out of Lockheed Martin (LMT) in Q1 2022, closing a stake of 883 shares — an estimated $314K sold.

McDaniel Terry & Co first reported a position in LMT in Q2 2018 and held it in 11 quarters. The position peaked at $314K in Q4 2021. 2,178 funds tracked by Wall St. Rank hold LMT as of Q1 2022.

McDaniel Terry & Co reported no remaining Lockheed Martin position as of Q1 2022 after selling out during the quarter.
McDaniel Terry & Co sold 883 Lockheed Martin shares in Q1 2022, an estimated $314K.
McDaniel Terry & Co first reported a position in Lockheed Martin in Q2 2018 and held it in 11 quarters.
McDaniel Terry & Co's Lockheed Martin position peaked at $314K in Q4 2021.
2,178 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2022.

Based on McDaniel Terry & Co's 13F filing for Q1 2022, filed 27 Apr 2022.