Nachman Norwood & Parrott’s Lockheed Martin LMT Stock Holding History

Nachman Norwood & Parrott’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 Q2	$547K	Sell	1,447 -61	-4%	-$23.5K	0.06%	178
2021 Q1	$557K	Sell	1,508 -4	-0.3%	-$1.37K	0.06%	173
2020 Q4	$536K	Sell	1,512 -1	-0.1%	-$368	0.06%	167
2020 Q3	$579K	Sell	1,513 -41	-3%	-$15.6K	0.08%	146
2020 Q2	$567K	Sell	1,554 -338	-18%	-$128K	0.09%	137
2020 Q1	$641K	Buy	1,892 +76	+4%	+$29.9K	0.13%	116
2019 Q4	$707K	Buy	1,816 +89	+5%	+$34.2K	0.12%	134
2019 Q3	$674K	Sell	1,727 -10	-0.6%	-$3.76K	0.12%	133
2019 Q2	$631K	Hold	1,737	–	–	0.11%	137
2019 Q1	$521K	Hold	1,737	–	–	0.1%	140
2018 Q4	$455K	Buy	+1,737	New	+$527K	0.09%	145

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

Nachman Norwood & Parrott's LMT Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its Lockheed Martin (LMT) stake by 4% in Q2 2021, selling an estimated $23.5K and leaving 1,447 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #178.

Nachman Norwood & Parrott first reported a position in LMT in Q4 2018 and has held it in 11 quarters since. The position peaked at $707K in Q4 2019. 1,982 funds tracked by Wall St. Rank hold LMT as of Q2 2021.

Nachman Norwood & Parrott held 1,447 shares of Lockheed Martin worth $547K as of Q2 2021.
Nachman Norwood & Parrott sold 61 Lockheed Martin shares in Q2 2021, an estimated $23.5K.
Lockheed Martin made up 0.06% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #178 holding.
Nachman Norwood & Parrott first reported a position in Lockheed Martin in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's Lockheed Martin position peaked at $707K in Q4 2019.
1,982 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.