RMA
LMT icon

Roffman Miller Associates’s Lockheed Martin LMT Stock Holding History

Roffman Miller Associates’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 		– Sell
-1,752
Closed -$639K – 113
2020
Q2 		$639K Buy
+1,752
New +$662K 0.06% 86

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Roffman Miller Associates's LMT Position: Q3 2020 in Review

Roffman Miller Associates sold out of Lockheed Martin (LMT) in Q3 2020, closing a stake of 1,752 shares — an estimated $639K sold.

Roffman Miller Associates first reported a position in LMT in Q2 2020 and held it in 1 quarter. The position peaked at $639K in Q2 2020. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

  • Roffman Miller Associates reported no remaining Lockheed Martin position as of Q3 2020 after selling out during the quarter.
  • Roffman Miller Associates sold 1,752 Lockheed Martin shares in Q3 2020, an estimated $639K.
  • Roffman Miller Associates first reported a position in Lockheed Martin in Q2 2020 and held it in 1 quarter.
  • Roffman Miller Associates's Lockheed Martin position peaked at $639K in Q2 2020.
  • 1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Roffman Miller Associates's 13F filing for Q3 2020, filed 6 Nov 2020.