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Miles Capital’s Lockheed Martin LMT Stock Holding History

Miles Capital’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
Q1 		$229K Buy
677
+69
+11% +$27.1K 0.25% 104
2019
Q4 		$237K Buy
608
+7
+1% +$2.69K 0.19% 148
2019
Q3 		$234K Buy
601
+19
+3% +$7.14K 0.19% 139
2019
Q2 		$212K Buy
+582
New +$195K 0.17% 160
2016
Q2 		– Sell
-2,643
Closed -$585K – 194
2016
Q1 		$585K Sell
2,643
-129
-5% -$27.8K 0.39% 64
2015
Q4 		$602K Buy
2,772
+8
+0.3% +$1.74K 0.41% 66
2015
Q3 		$573K Buy
+2,764
New +$562K 0.41% 65

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Miles Capital's LMT Position: Q1 2020 in Review

Miles Capital increased its Lockheed Martin (LMT) stake by 11% in Q1 2020, buying an estimated $27.1K and bringing the position to 677 shares worth $229K. The position accounts for 0.25% of the portfolio, ranked #104.

Miles Capital first reported a position in LMT in Q3 2015 and has held it in 7 quarters since. The position peaked at $602K in Q4 2015. 1,741 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

  • Miles Capital held 677 shares of Lockheed Martin worth $229K as of Q1 2020.
  • Miles Capital bought 69 Lockheed Martin shares in Q1 2020, an estimated $27.1K.
  • Lockheed Martin made up 0.25% of Miles Capital's portfolio in Q1 2020, its #104 holding.
  • Miles Capital first reported a position in Lockheed Martin in Q3 2015 and has held it in 7 quarters since.
  • Miles Capital's Lockheed Martin position peaked at $602K in Q4 2015.
  • 1,741 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.