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Private Wealth Advisors (Pennsylvania)’s Lockheed Martin LMT Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$1.14M Sell
3,207
-655
-17% -$241K 0.65% 35
2020
Q3 		$1.48M Hold
3,862
– – 0.95% 26
2020
Q2 		$1.41M Buy
3,862
+40
+1% +$15.1K 0.96% 25
2020
Q1 		$1.47M Buy
3,822
+217
+6% +$85.3K 1.11% 25
2019
Q4 		$1.58M Buy
3,605
+122
+4% +$46.8K 0.84% 38
2019
Q3 		$1.36M Sell
3,483
-1,611
-32% -$606K 0.69% 42
2019
Q2 		$1.85M Buy
5,094
+241
+5% +$80.6K 0.66% 46
2019
Q1 		$1.46M Buy
4,853
+531
+12% +$156K 0.54% 52
2018
Q4 		$1.13M Buy
4,322
+420
+11% +$127K 0.49% 57
2018
Q3 		$1.35M Buy
3,902
+15
+0.4% +$4.84K 0.5% 58
2018
Q2 		$1.15M Sell
3,887
-10
-0.3% -$3.23K 0.46% 61
2018
Q1 		$1.32M Buy
3,897
+40
+1% +$13.6K 0.53% 56
2017
Q4 		$1.24M Buy
3,857
+80
+2% +$25.2K 0.48% 59
2017
Q3 		$1.17M Hold
3,777
– – 0.48% 61
2017
Q2 		$1.05M Buy
3,777
+168
+5% +$46.2K 0.45% 62
2017
Q1 		$966K Buy
3,609
+1,450
+67% +$380K 0.43% 64
2016
Q4 		$540K Buy
2,159
+265
+14% +$66.2K 0.25% 85
2016
Q3 		$454K Buy
1,894
+390
+26% +$97.6K 0.22% 91
2016
Q2 		$373K Hold
1,504
– – 0.18% 93
2016
Q1 		$333K Hold
1,504
– – 0.18% 96
2015
Q4 		$327K Hold
1,504
– – 0.18% 96
2015
Q3 		$312K Hold
1,504
– – 0.16% 115
2015
Q2 		$280K Hold
1,504
– – 0.13% 119
2015
Q1 		$305K Hold
1,504
– – 0.14% 114
2014
Q4 		$290K Hold
1,504
– – 0.14% 106
2014
Q3 		$275K Hold
1,504
– – 0.14% 107
2014
Q2 		$242K Hold
1,504
– – 0.12% 113
2014
Q1 		$246K Hold
1,504
– – 0.13% 109
2013
Q4 		$224K Buy
+1,504
New +$204K 0.12% 111

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s LMT Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Lockheed Martin (LMT) stake by 17% in Q4 2020, selling an estimated $241K and leaving 3,207 shares worth $1.14M. The position accounts for 0.65% of the portfolio, ranked #35.

Private Wealth Advisors (Pennsylvania) first reported a position in LMT in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.85M in Q2 2019. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 3,207 shares of Lockheed Martin worth $1.14M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 655 Lockheed Martin shares in Q4 2020, an estimated $241K.
  • Lockheed Martin made up 0.65% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #35 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Lockheed Martin in Q4 2013 and has held it in 29 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Lockheed Martin position peaked at $1.85M in Q2 2019.
  • 1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.