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Oakmont Corp’s Lockheed Martin LMT Stock Holding History

Oakmont Corp’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
Q1 		– Sell
-229,120
Closed -$81.3M – 31
2020
Q4 		$81.3M Sell
229,120
-3,095
-1% -$1.14M 7.22% 5
2020
Q3 		$89M Hold
232,215
– – 9.23% 5
2020
Q2 		$84.7M Sell
232,215
-392
-0.2% -$148K 11.04% 4
2020
Q1 		$78.8M Sell
232,607
-542
-0.2% -$213K 14.54% 2
2019
Q4 		$90.8M Sell
233,149
-11,612
-5% -$4.46M 13.89% 2
2019
Q3 		$95.5M Hold
244,761
– – 14.74% 2
2019
Q2 		$89M Sell
244,761
-4,350
-2% -$1.46M 13.51% 2
2019
Q1 		$74.8M Buy
249,111
+52
+0% +$15.3K 10.53% 3
2018
Q4 		$65.2M Sell
249,059
-4,430
-2% -$1.34M 10.25% 3
2018
Q3 		$87.7M Hold
253,489
– – 11.41% 4
2018
Q2 		$74.9M Sell
253,489
-63,420
-20% -$20.5M 9.96% 4
2018
Q1 		$107M Hold
316,909
– – 13.91% 1
2017
Q4 		$102M Sell
316,909
-6,306
-2% -$1.99M 14.97% 1
2017
Q3 		$100M Sell
323,215
-8,316
-3% -$2.48M 16.96% 1
2017
Q2 		$92M Sell
331,531
-3,323
-1% -$913K 17.54% 1
2017
Q1 		$89.6M Hold
334,854
– – 14.95% 1
2016
Q4 		$83.7M Sell
334,854
-82,675
-20% -$20.7M 15.31% 1
2016
Q3 		$100M Sell
417,529
-17,711
-4% -$4.43M 15.87% 1
2016
Q2 		$108M Sell
435,240
-5,900
-1% -$1.39M 21.61% 1
2016
Q1 		$97.7M Sell
441,140
-529,395
-55% -$114M 16.41% 1
2015
Q4 		$211M Sell
970,535
-76,695
-7% -$16.6M 27.61% 1
2015
Q3 		$217M Sell
1,047,230
-73,855
-7% -$15M 33.55% 1
2015
Q2 		$208M Sell
1,121,085
-17,280
-2% -$3.33M 30.16% 1
2015
Q1 		$231M Hold
1,138,365
– – 34.1% 1
2014
Q4 		$219M Buy
1,138,365
+13,815
+1% +$2.56M 35.11% 1
2014
Q3 		$206M Sell
1,124,550
-2,450
-0.2% -$417K 36.92% 1
2014
Q2 		$181M Hold
1,127,000
– – 30.64% 1
2014
Q1 		$184M Buy
1,127,000
+53,700
+5% +$8.43M 28.65% 1
2013
Q4 		$160M Buy
+1,073,300
New +$146M 26.52% 1

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oakmont Corp's LMT Position: Q1 2021 in Review

Oakmont Corp sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 229,120 shares — an estimated $81.3M sold.

Oakmont Corp first reported a position in LMT in Q4 2013 and held it in 29 quarters. The position peaked at $231M in Q1 2015. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • Oakmont Corp reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • Oakmont Corp sold 229,120 Lockheed Martin shares in Q1 2021, an estimated $81.3M.
  • Oakmont Corp first reported a position in Lockheed Martin in Q4 2013 and held it in 29 quarters.
  • Oakmont Corp's Lockheed Martin position peaked at $231M in Q1 2015.
  • 1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Oakmont Corp's 13F filing for Q1 2021, filed 13 May 2021.