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Secrest Blakey & Associates’s Lockheed Martin LMT Stock Holding History

Secrest Blakey & 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
2019
Q4 		– Sell
-1,458
Closed -$569K – 96
2019
Q3 		$569K Sell
1,458
-6
-0.4% -$2.26K 0.47% 63
2019
Q2 		$532K Buy
1,464
+82
+6% +$27.4K 0.46% 63
2019
Q1 		$415K Sell
1,382
-903
-40% -$265K 0.4% 65
2018
Q4 		$598K Buy
2,285
+48
+2% +$14.6K 0.5% 57
2018
Q3 		$774K Buy
2,237
+1
+0% +$323 0.6% 49
2018
Q2 		$661K Buy
2,236
+93
+4% +$30K 0.52% 57
2018
Q1 		$724K Sell
2,143
-85
-4% -$28.9K 0.62% 46
2017
Q4 		$715K Buy
+2,228
New +$702K 0.58% 47

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Secrest Blakey & Associates's LMT Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of Lockheed Martin (LMT) in Q4 2019, closing a stake of 1,458 shares — an estimated $569K sold.

Secrest Blakey & Associates first reported a position in LMT in Q4 2017 and held it in 8 quarters. The position peaked at $774K in Q3 2018. 1,819 funds tracked by Wall St. Rank hold LMT as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining Lockheed Martin position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 1,458 Lockheed Martin shares in Q4 2019, an estimated $569K.
  • Secrest Blakey & Associates first reported a position in Lockheed Martin in Q4 2017 and held it in 8 quarters.
  • Secrest Blakey & Associates's Lockheed Martin position peaked at $774K in Q3 2018.
  • 1,819 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.