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Quest Investment Management’s Lockheed Martin LMT Stock Holding History

Quest Investment Management’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 		– Sell
-11,924
Closed -$4.57M – 107
2020
Q3 		$4.57M Sell
11,924
-33,358
-74% -$12.7M 0.44% 62
2020
Q2 		$16.5M Buy
45,282
+35,391
+358% +$13.4M 1.86% 27
2020
Q1 		$3.35M Buy
9,891
+1,072
+12% +$422K 0.47% 52
2019
Q4 		$3.43M Buy
8,819
+642
+8% +$246K 0.4% 59
2019
Q3 		$3.19M Sell
8,177
-418
-5% -$157K 0.4% 57
2019
Q2 		$3.13M Sell
8,595
-2,120
-20% -$709K 0.39% 55
2019
Q1 		$3.22M Buy
10,715
+50
+0.5% +$14.7K 0.42% 52
2018
Q4 		$2.79M Sell
10,665
-8,699
-45% -$2.64M 0.43% 47
2018
Q3 		$6.7M Sell
19,364
-24,946
-56% -$8.05M 0.94% 39
2018
Q2 		$13.1M Buy
44,310
+11,523
+35% +$3.72M 1.95% 23
2018
Q1 		$11.1M Sell
32,787
-8,187
-20% -$2.79M 1.7% 37
2017
Q4 		$13.2M Buy
40,974
+22,665
+124% +$7.15M 1.94% 17
2017
Q3 		$5.68M Buy
+18,309
New +$5.46M 0.73% 45

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

Quest Investment Management's LMT Position: Q4 2020 in Review

Quest Investment Management sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 11,924 shares — an estimated $4.57M sold.

Quest Investment Management first reported a position in LMT in Q3 2017 and held it in 13 quarters. The position peaked at $16.5M in Q2 2020. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Quest Investment Management reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • Quest Investment Management sold 11,924 Lockheed Martin shares in Q4 2020, an estimated $4.57M.
  • Quest Investment Management first reported a position in Lockheed Martin in Q3 2017 and held it in 13 quarters.
  • Quest Investment Management's Lockheed Martin position peaked at $16.5M in Q2 2020.
  • 1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Quest Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.