Mid Atlantic Financial Management’s Lockheed Martin LMT Stock Holding History

Mid Atlantic 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 Q3	$2.2M	Sell	6,381 -445	-7%	-$161K	0.15%	136
2021 Q2	$2.58M	Buy	6,826 +80	+1%	+$30.8K	0.17%	123
2021 Q1	$2.49M	Buy	6,746 +118	+2%	+$40.5K	0.18%	121
2020 Q4	$2.35M	Sell	6,628 -186	-3%	-$68.4K	0.18%	120
2020 Q3	$2.48M	Sell	6,814 -250	-4%	-$95.4K	0.22%	105
2020 Q2	$2.58M	Sell	7,064 -2,403	-25%	-$908K	0.25%	88
2020 Q1	$3.21M	Sell	9,467 -2,239	-19%	-$881K	0.37%	58
2019 Q4	$4.56M	Buy	11,706 +890	+8%	+$342K	0.43%	46
2019 Q3	$4.22M	Buy	10,816 +383	+4%	+$144K	0.45%	46
2019 Q2	$3.79M	Buy	10,433 +195	+2%	+$65.2K	0.39%	57
2019 Q1	$3.07M	Buy	10,238 +861	+9%	+$253K	0.34%	60
2018 Q4	$2.46M	Buy	+9,377	New	+$2.84M	0.3%	71

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mid Atlantic Financial Management's LMT Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Lockheed Martin (LMT) stake by 6.5% in Q3 2021, selling an estimated $161K and leaving 6,381 shares worth $2.2M. The position accounts for 0.15% of the portfolio, ranked #136.

Mid Atlantic Financial Management first reported a position in LMT in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.56M in Q4 2019. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Mid Atlantic Financial Management held 6,381 shares of Lockheed Martin worth $2.2M as of Q3 2021.
Mid Atlantic Financial Management sold 445 Lockheed Martin shares in Q3 2021, an estimated $161K.
Lockheed Martin made up 0.15% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #136 holding.
Mid Atlantic Financial Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Lockheed Martin position peaked at $4.56M in Q4 2019.
1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.