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Santori & Peters Inc’s Lockheed Martin LMT Stock Holding History

Santori & Peters Inc’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
2021
Q1 		– Sell
-1,251
Closed -$420K – 71
2020
Q4 		$420K Buy
+1,251
New +$460K 0.24% 51
2018
Q1 		– Sell
-105
Closed -$35K – 319
2017
Q4 		$35K Buy
+105
New +$33.1K 0.03% 130

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Santori & Peters Inc's LMT Position: Q1 2021 in Review

Santori & Peters Inc sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 1,251 shares — an estimated $420K sold.

Santori & Peters Inc first reported a position in LMT in Q4 2017 and held it in 2 quarters. The position peaked at $420K in Q4 2020. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • Santori & Peters Inc reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 1,251 Lockheed Martin shares in Q1 2021, an estimated $420K.
  • Santori & Peters Inc first reported a position in Lockheed Martin in Q4 2017 and held it in 2 quarters.
  • Santori & Peters Inc's Lockheed Martin position peaked at $420K in Q4 2020.
  • 1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Santori & Peters Inc's 13F filing for Q1 2021, filed 28 Apr 2021.