RPg Family Wealth Advisory’s Lockheed Martin LMT Stock Holding History

RPg Family Wealth Advisory’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	$41.9K	Hold	118	–	–	0.02%	171
2020 Q3	$45.2K	Hold	118	–	–	0.02%	165
2020 Q2	$43.1K	Hold	118	–	–	0.03%	165
2020 Q1	$40K	Hold	118	–	–	0.03%	148
2019 Q4	$45.9K	Sell	118 -92	-44%	-$35.3K	0.03%	168
2019 Q3	$81.9K	Buy	+210	New	+$79K	0.05%	123
2018 Q4	–	Sell	-12,627	Closed	-$4.37M	–	243
2018 Q3	$4.37M	Buy	12,627 +86	+0.7%	+$27.8K	3.29%	8
2018 Q2	$3.7M	Sell	12,541 -185	-1%	-$59.7K	2.88%	14
2018 Q1	$4.3M	Buy	+12,726	New	+$4.33M	3.53%	12

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

RPg Family Wealth Advisory's LMT Position: Q4 2020 in Review

RPg Family Wealth Advisory held its Lockheed Martin (LMT) position steady in Q4 2020 at 118 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #171.

RPg Family Wealth Advisory first reported a position in LMT in Q1 2018 and has held it in 9 quarters since. The position peaked at $4.37M in Q3 2018. 1,942 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

RPg Family Wealth Advisory held 118 shares of Lockheed Martin worth $41.9K as of Q4 2020.
RPg Family Wealth Advisory left its Lockheed Martin share count unchanged in Q4 2020.
Lockheed Martin made up 0.02% of RPg Family Wealth Advisory's portfolio in Q4 2020, its #171 holding.
RPg Family Wealth Advisory first reported a position in Lockheed Martin in Q1 2018 and has held it in 9 quarters since.
RPg Family Wealth Advisory's Lockheed Martin position peaked at $4.37M in Q3 2018.
1,942 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.