Security National Trust’s Lockheed Martin LMT Stock Holding History

Security National Trust’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	$2K	Hold	4	–	–	﹤0.01%	385
2021 Q2	$2K	Sell	4 -96	-96%	-$36.9K	﹤0.01%	397
2021 Q1	$37K	Hold	100	–	–	0.01%	286
2020 Q4	$35K	Hold	100	–	–	0.01%	282
2020 Q3	$38K	Hold	100	–	–	0.01%	268
2020 Q2	$36K	Sell	100 -9	-8%	-$3.4K	0.01%	276
2020 Q1	$37K	Buy	109 +9	+9%	+$3.54K	0.01%	263
2019 Q4	$39K	Buy	+100	New	+$38.4K	0.01%	270
2018 Q3	–	Sell	-4,048	Closed	-$1.2M	–	385
2018 Q2	$1.2M	Hold	4,048	–	–	0.4%	71
2018 Q1	$1.37M	Buy	4,048 +4,020	+14,357%	+$1.37M	0.46%	66
2017 Q4	$9K	Hold	28	–	–	﹤0.01%	348
2017 Q3	$9K	Hold	28	–	–	﹤0.01%	352
2017 Q2	$8K	Hold	28	–	–	﹤0.01%	375
2017 Q1	$7K	Hold	28	–	–	﹤0.01%	381
2016 Q4	$7K	Hold	28	–	–	﹤0.01%	388
2016 Q3	$7K	Hold	28	–	–	﹤0.01%	398
2016 Q2	$7K	Sell	28 -100	-78%	-$23.6K	﹤0.01%	392
2016 Q1	$28K	Sell	128 -15	-10%	-$3.23K	0.01%	311
2015 Q4	$31K	Hold	143	–	–	0.01%	297
2015 Q3	$30K	Hold	143	–	–	0.01%	304
2015 Q2	$27K	Hold	143	–	–	0.01%	321
2015 Q1	$29K	Hold	143	–	–	0.01%	327
2014 Q4	$28K	Hold	143	–	–	0.01%	323
2014 Q3	$26K	Hold	143	–	–	0.01%	321
2014 Q2	$23K	Sell	143 -557	-80%	-$90.6K	0.01%	343
2014 Q1	$114K	Hold	700	–	–	0.05%	207
2013 Q4	$104K	Hold	700	–	–	0.04%	214
2013 Q3	$89K	Hold	700	–	–	0.04%	217
2013 Q2	$76K	Buy	+700	New	+$71.5K	0.04%	226

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 $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Security National Trust's LMT Position: Q3 2021 in Review

Security National Trust held its Lockheed Martin (LMT) position steady in Q3 2021 at 4 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Security National Trust first reported a position in LMT in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.37M in Q1 2018. 1,920 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Security National Trust held 4 shares of Lockheed Martin worth $2K as of Q3 2021.
Security National Trust left its Lockheed Martin share count unchanged in Q3 2021.
Lockheed Martin made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #385 holding.
Security National Trust first reported a position in Lockheed Martin in Q2 2013 and has held it in 29 quarters since.
Security National Trust's Lockheed Martin position peaked at $1.37M in Q1 2018.
1,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.