PA Capital’s Lockheed Martin LMT Stock Holding History

PA Capital’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	$813K	Sell	2,120 -100	-5%	-$38.2K	0.57%	61
2020 Q2	$810K	Hold	2,220	–	–	0.59%	66
2020 Q1	$752K	Buy	+2,220	New	+$873K	0.67%	63

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PA Capital's LMT Position: Q3 2020 in Review

PA Capital reduced its Lockheed Martin (LMT) stake by 4.5% in Q3 2020, selling an estimated $38.2K and leaving 2,120 shares worth $813K. The position accounts for 0.57% of the portfolio, ranked #61.

PA Capital first reported a position in LMT in Q1 2020 and has held it in 3 quarters since. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

PA Capital held 2,120 shares of Lockheed Martin worth $813K as of Q3 2020.
PA Capital sold 100 Lockheed Martin shares in Q3 2020, an estimated $38.2K.
Lockheed Martin made up 0.57% of PA Capital's portfolio in Q3 2020, its #61 holding.
PA Capital first reported a position in Lockheed Martin in Q1 2020 and has held it in 3 quarters since.
1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.