Smith Shellnut Wilson’s Lockheed Martin LMT Stock Holding History

Smith Shellnut Wilson’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	-1,007	Closed	-$357K	–	159
2020 Q4	$357K	Buy	1,007 +19	+2%	+$6.98K	0.21%	87
2020 Q3	$379	Hold	988	–	–	0.14%	80
2020 Q2	$361K	Hold	988	–	–	0.26%	71
2020 Q1	$335K	Hold	988	–	–	0.28%	64
2019 Q4	$385K	Hold	988	–	–	0.26%	76
2019 Q3	$385K	Hold	988	–	–	0.29%	65
2019 Q2	$359K	Hold	988	–	–	0.27%	67
2019 Q1	$297K	Buy	988 +16	+2%	+$4.69K	0.24%	90
2018 Q4	$255K	Hold	972	–	–	0.27%	82
2018 Q3	$336K	Buy	+972	New	+$314K	0.3%	57
2018 Q1	$328K	Sell	972 -1,267	-57%	-$431K	0.28%	58
2017 Q4	$719K	Hold	2,239	–	–	0.61%	31
2017 Q3	$695K	Sell	2,239 -500	-18%	-$149K	0.61%	31
2017 Q2	$680K	Hold	2,739	–	–	0.71%	30
2017 Q1	$733K	Sell	2,739 -68	-2%	-$17.8K	0.68%	27
2016 Q4	$702K	Buy	+2,807	New	+$701K	0.68%	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

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

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

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

Smith Shellnut Wilson's LMT Position: Q1 2021 in Review

Smith Shellnut Wilson sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 1,007 shares — an estimated $357K sold.

Smith Shellnut Wilson first reported a position in LMT in Q4 2016 and held it in 16 quarters. The position peaked at $733K in Q1 2017. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

Smith Shellnut Wilson reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 1,007 Lockheed Martin shares in Q1 2021, an estimated $357K.
Smith Shellnut Wilson first reported a position in Lockheed Martin in Q4 2016 and held it in 16 quarters.
Smith Shellnut Wilson's Lockheed Martin position peaked at $733K in Q1 2017.
1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Smith Shellnut Wilson's 13F filing for Q1 2021, filed 6 Apr 2021.