Rowland Carmichael Advisors’s Lockheed Martin LMT Stock Holding History

Rowland Carmichael Advisors’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	$259K	Buy	730 +31	+4%	+$11.4K	0.08%	255
2020 Q3	$268K	Sell	699 -91	-12%	-$34.7K	0.11%	215
2020 Q2	$288K	Sell	790 -715	-48%	-$270K	0.12%	194
2020 Q1	$510K	Sell	1,505 -867	-37%	-$341K	0.26%	112
2019 Q4	$924K	Buy	2,372 +28	+1%	+$10.7K	0.32%	84
2019 Q3	$914K	Sell	2,344 -328	-12%	-$123K	0.31%	81
2019 Q2	$971K	Buy	2,672 +25	+0.9%	+$8.36K	0.34%	71
2019 Q1	$795K	Buy	2,647 +1,326	+100%	+$389K	0.29%	93
2018 Q4	$346K	Buy	+1,321	New	+$401K	0.15%	158

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rowland Carmichael Advisors's LMT Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Lockheed Martin (LMT) stake by 4.4% in Q4 2020, buying an estimated $11.4K and bringing the position to 730 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #255.

Rowland Carmichael Advisors first reported a position in LMT in Q4 2018 and has held it in 9 quarters since. The position peaked at $971K in Q2 2019. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

Rowland Carmichael Advisors held 730 shares of Lockheed Martin worth $259K as of Q4 2020.
Rowland Carmichael Advisors bought 31 Lockheed Martin shares in Q4 2020, an estimated $11.4K.
Lockheed Martin made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #255 holding.
Rowland Carmichael Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 9 quarters since.
Rowland Carmichael Advisors's Lockheed Martin position peaked at $971K in Q2 2019.
1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.