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MD Financial Management’s Lockheed Martin LMT Stock Holding History

MD Financial 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
Q4 		$2.05M Sell
5,766
-1,743
-23% -$603K 0.05% 208
2021
Q3 		$2.59M Buy
7,509
+1,642
+28% +$594K 0.07% 120
2021
Q2 		$2.22M Buy
+5,867
New +$2.26M 0.06% 161

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MD Financial Management's LMT Position: Q4 2021 in Review

MD Financial Management reduced its Lockheed Martin (LMT) stake by 23% in Q4 2021, selling an estimated $603K and leaving 5,766 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #208.

MD Financial Management first reported a position in LMT in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.59M in Q3 2021. 2,059 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • MD Financial Management held 5,766 shares of Lockheed Martin worth $2.05M as of Q4 2021.
  • MD Financial Management sold 1,743 Lockheed Martin shares in Q4 2021, an estimated $603K.
  • Lockheed Martin made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #208 holding.
  • MD Financial Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Lockheed Martin position peaked at $2.59M in Q3 2021.
  • 2,059 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.