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Oakbrook Investments’s Lockheed Martin LMT Stock Holding History

Oakbrook Investments’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 		– Sell
-2,313
Closed -$901K – 326
2019
Q4 		$901K Sell
2,313
-11,050
-83% -$4.24M 0.18% 145
2019
Q3 		$5.21M Sell
13,363
-1,275
-9% -$479K 0.34% 46
2019
Q2 		$5.32M Sell
14,638
-590
-4% -$197K 0.32% 53
2019
Q1 		$4.57M Sell
15,228
-750
-5% -$220K 0.28% 62
2018
Q4 		$4.18M Sell
15,978
-3,790
-19% -$1.15M 0.28% 61
2018
Q3 		$6.84M Sell
19,768
-50
-0.3% -$16.1K 0.38% 49
2018
Q2 		$5.86M Sell
19,818
-557
-3% -$180K 0.37% 50
2018
Q1 		$6.88M Buy
20,375
+365
+2% +$124K 0.43% 47
2017
Q4 		$6.42M Buy
20,010
+9,310
+87% +$2.94M 0.41% 52
2017
Q3 		$3.32M Sell
10,700
-6,700
-39% -$2M 0.21% 81
2017
Q2 		$4.83M Sell
17,400
-1,975
-10% -$543K 0.32% 63
2017
Q1 		$5.18M Sell
19,375
-1,575
-8% -$412K 0.34% 62
2016
Q4 		$5.24M Buy
+20,950
New +$5.24M 0.34% 61
2016
Q3 		– Sell
-28,990
Closed -$7.19M – 571
2016
Q2 		$7.19M Buy
28,990
+600
+2% +$141K 0.4% 58
2016
Q1 		$6.29M Hold
28,390
– – 0.4% 59
2015
Q4 		$6.17M Buy
28,390
+11,715
+70% +$2.54M 0.39% 63
2015
Q3 		$3.46M Sell
16,675
-175
-1% -$35.6K 0.23% 84
2015
Q2 		$3.13M Sell
16,850
-22,075
-57% -$4.25M 0.19% 114
2015
Q1 		$7.9M Buy
+38,925
New +$7.68M 0.43% 56
2014
Q3 		– Sell
-1,400
Closed -$225K – 571
2014
Q2 		$225K Buy
+1,400
New +$228K 0.01% 551
2013
Q3 		– Sell
-2,050
Closed -$222K – 629
2013
Q2 		$222K Buy
+2,050
New +$209K 0.01% 605

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

Oakbrook Investments's LMT Position: Q1 2020 in Review

Oakbrook Investments sold out of Lockheed Martin (LMT) in Q1 2020, closing a stake of 2,313 shares — an estimated $901K sold.

Oakbrook Investments first reported a position in LMT in Q2 2013 and held it in 21 quarters. The position peaked at $7.9M in Q1 2015. 1,741 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

  • Oakbrook Investments reported no remaining Lockheed Martin position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 2,313 Lockheed Martin shares in Q1 2020, an estimated $901K.
  • Oakbrook Investments first reported a position in Lockheed Martin in Q2 2013 and held it in 21 quarters.
  • Oakbrook Investments's Lockheed Martin position peaked at $7.9M in Q1 2015.
  • 1,741 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.