Ruggie Capital Group’s Lockheed Martin LMT Stock Holding History

Ruggie Capital Group’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	$39K	Buy	101 +1	+1%	+$382	2.02%	18
2020 Q2	$36K	Hold	100	–	–	2.97%	14
2020 Q1	$34K	Buy	+100	New	+$39.3K	3.55%	11
2019 Q1	–	Sell	-120	Closed	-$31K	–	319
2018 Q4	$31K	Sell	120 -84	-41%	-$25.5K	0.01%	206
2018 Q3	$71K	Hold	204	–	–	0.05%	112
2018 Q2	$60K	Hold	204	–	–	0.03%	169
2018 Q1	$69K	Hold	204	–	–	0.04%	126
2017 Q4	$65K	Hold	204	–	–	0.04%	127
2017 Q3	$63K	Buy	+204	New	+$60.9K	0.04%	116

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ruggie Capital Group's LMT Position: Q3 2020 in Review

Ruggie Capital Group increased its Lockheed Martin (LMT) stake by 1% in Q3 2020, buying an estimated $382 and bringing the position to 101 shares worth $39K. The position accounts for 2.02% of the portfolio, ranked #18.

Ruggie Capital Group first reported a position in LMT in Q3 2017 and has held it in 9 quarters since. The position peaked at $71K in Q3 2018. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

Ruggie Capital Group held 101 shares of Lockheed Martin worth $39K as of Q3 2020.
Ruggie Capital Group bought 1 Lockheed Martin share in Q3 2020, an estimated $382.
Lockheed Martin made up 2.02% of Ruggie Capital Group's portfolio in Q3 2020, its #18 holding.
Ruggie Capital Group first reported a position in Lockheed Martin in Q3 2017 and has held it in 9 quarters since.
Ruggie Capital Group's Lockheed Martin position peaked at $71K in Q3 2018.
1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Ruggie Capital Group's 13F filing for Q3 2020, filed 29 Oct 2020.