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Northstar Wealth Partners’s Lockheed Martin LMT Stock Holding History

Northstar Wealth Partners’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
Q3 		$1.39M Sell
3,622
-14
-0.4% -$5.34K 0.65% 53
2020
Q2 		$1.33M Hold
3,636
– – 0.55% 63
2020
Q1 		$1.23M Sell
3,636
-84
-2% -$33K 0.63% 58
2019
Q4 		$1.45M Sell
3,720
-20
-0.5% -$7.67K 0.59% 59
2019
Q3 		$1.46M Buy
3,740
+185
+5% +$69.6K 0.64% 54
2019
Q2 		$1.29M Sell
3,555
-20
-0.6% -$6.69K 0.58% 57
2019
Q1 		$1.07M Hold
3,575
– – 0.49% 64
2018
Q4 		$936K Sell
3,575
-255
-7% -$77.4K 0.49% 64
2018
Q3 		$1.32M Buy
3,830
+2,482
+184% +$801K 0.64% 50
2018
Q2 		$1.32M Sell
1,348
-3,033
-69% -$978K 0.66% 49
2018
Q1 		$1.48M Buy
4,381
+2,117
+94% +$721K 0.76% 43
2017
Q4 		$743K Sell
2,264
-14
-0.6% -$4.41K 0.66% 52
2017
Q3 		$722K Sell
2,278
-33
-1% -$9.85K 0.7% 51
2017
Q2 		$659K Buy
2,311
+35
+2% +$9.62K 0.6% 56
2017
Q1 		$608K Buy
+2,276
New +$596K 0.57% 56

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northstar Wealth Partners's LMT Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Lockheed Martin (LMT) stake by 0.39% in Q3 2020, selling an estimated $5.34K and leaving 3,622 shares worth $1.39M. The position accounts for 0.65% of the portfolio, ranked #53.

Northstar Wealth Partners first reported a position in LMT in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.48M in Q1 2018. 1,838 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

  • Northstar Wealth Partners held 3,622 shares of Lockheed Martin worth $1.39M as of Q3 2020.
  • Northstar Wealth Partners sold 14 Lockheed Martin shares in Q3 2020, an estimated $5.34K.
  • Lockheed Martin made up 0.65% of Northstar Wealth Partners's portfolio in Q3 2020, its #53 holding.
  • Northstar Wealth Partners first reported a position in Lockheed Martin in Q1 2017 and has held it in 15 quarters since.
  • Northstar Wealth Partners's Lockheed Martin position peaked at $1.48M in Q1 2018.
  • 1,838 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.