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Mosaic Family Wealth’s Lockheed Martin LMT Stock Holding History

Mosaic Family Wealth’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 		$344K Buy
968
+40
+4% +$13.8K 0.09% 122
2021
Q3 		$320K Sell
928
-9
-1% -$3.26K 0.09% 126
2021
Q2 		$354K Sell
937
-11
-1% -$4.23K 0.1% 118
2021
Q1 		$350K Buy
948
+43
+5% +$14.8K 0.1% 112
2020
Q4 		$321K Buy
905
+95
+12% +$34.9K 0.11% 116
2020
Q3 		$311K Buy
810
+37
+5% +$14.1K 0.12% 107
2020
Q2 		$282K Buy
773
+75
+11% +$28.3K 0.12% 109
2020
Q1 		$237K Buy
698
+41
+6% +$16.1K 0.12% 110
2019
Q4 		$256K Sell
657
-283
-30% -$109K 0.1% 127
2019
Q3 		$367K Buy
940
+26
+3% +$9.78K 0.15% 102
2019
Q2 		$332K Buy
914
+141
+18% +$47.2K 0.14% 114
2019
Q1 		$232K Hold
773
– – 0.09% 141
2018
Q4 		$202K Buy
773
+6
+0.8% +$1.82K 0.08% 151
2018
Q3 		$235K Buy
767
+233
+44% +$75.2K 0.1% 138
2018
Q2 		$158K Buy
534
+8
+2% +$2.58K 0.06% 184
2018
Q1 		$178K Sell
526
-57
-10% -$19.4K 0.07% 169
2017
Q4 		$187K Sell
583
-442
-43% -$139K 0.07% 172
2017
Q3 		$318K Buy
1,025
+5
+0.5% +$1.49K 0.12% 134
2017
Q2 		$283K Buy
1,020
+36
+4% +$9.89K 0.12% 141
2017
Q1 		$263K Buy
984
+16
+2% +$4.19K 0.11% 146
2016
Q4 		$242K Sell
968
-84
-8% -$21K 0.11% 149
2016
Q3 		$252K Sell
1,052
-10
-0.9% -$2.5K 0.12% 149
2016
Q2 		$264K Buy
1,062
+160
+18% +$37.7K 0.13% 136
2016
Q1 		$199K Buy
902
+141
+19% +$30.3K 0.1% 143
2015
Q4 		$165K Buy
+761
New +$165K 0.07% 161

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 $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mosaic Family Wealth's LMT Position: Q4 2021 in Review

Mosaic Family Wealth increased its Lockheed Martin (LMT) stake by 4.3% in Q4 2021, buying an estimated $13.8K and bringing the position to 968 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #122.

Mosaic Family Wealth first reported a position in LMT in Q4 2015 and has held it in 25 quarters since. The position peaked at $367K in Q3 2019. 2,061 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • Mosaic Family Wealth held 968 shares of Lockheed Martin worth $344K as of Q4 2021.
  • Mosaic Family Wealth bought 40 Lockheed Martin shares in Q4 2021, an estimated $13.8K.
  • Lockheed Martin made up 0.09% of Mosaic Family Wealth's portfolio in Q4 2021, its #122 holding.
  • Mosaic Family Wealth first reported a position in Lockheed Martin in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Lockheed Martin position peaked at $367K in Q3 2019.
  • 2,061 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.