Security National Bank of So Dak’s Lockheed Martin LMT Stock Holding History

Security National Bank of So Dak’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 Q3	–	Sell	-2,141	Closed	-$810K	–	105
2021 Q2	$810K	Buy	+2,141	New	+$823K	0.62%	54
2016 Q3	–	Sell	-4,642	Closed	-$1.15M	–	80
2016 Q2	$1.15M	Sell	4,642 -1,728	-27%	-$407K	1.56%	26
2016 Q1	$1.41M	Buy	6,370 +65	+1%	+$14K	1.99%	11
2015 Q4	$1.37M	Hold	6,305	–	–	1.92%	13
2015 Q3	$1.31M	Buy	6,305 +14	+0.2%	+$2.85K	2.25%	12
2015 Q2	$1.17M	Sell	6,291 -279	-4%	-$53.7K	1.92%	17
2015 Q1	$1.33M	Sell	6,570 -197	-3%	-$38.9K	2.1%	13
2014 Q4	$1.3M	Sell	6,767 -368	-5%	-$68.3K	1.93%	16
2014 Q3	$1.3M	Sell	7,135 -70	-1%	-$11.9K	2.15%	11
2014 Q2	$1.16M	Buy	7,205 +80	+1%	+$13K	1.9%	20
2014 Q1	$1.16M	Sell	7,125 -260	-4%	-$40.8K	1.96%	18
2013 Q4	$1.1M	Buy	7,385 +265	+4%	+$36K	1.84%	22
2013 Q3	$908K	Buy	7,120 +10	+0.1%	+$1.21K	1.67%	24
2013 Q2	$771K	Buy	+7,110	New	+$726K	1.32%	31

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Security National Bank of So Dak's LMT Position: Q3 2021 in Review

Security National Bank of So Dak sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 2,141 shares — an estimated $810K sold.

Security National Bank of So Dak first reported a position in LMT in Q2 2013 and held it in 14 quarters. The position peaked at $1.41M in Q1 2016. 1,920 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Security National Bank of So Dak reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
Security National Bank of So Dak sold 2,141 Lockheed Martin shares in Q3 2021, an estimated $810K.
Security National Bank of So Dak first reported a position in Lockheed Martin in Q2 2013 and held it in 14 quarters.
Security National Bank of So Dak's Lockheed Martin position peaked at $1.41M in Q1 2016.
1,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Security National Bank of So Dak's 13F filing for Q3 2021, filed 16 Nov 2021.