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Sowa Financial Group’s Lockheed Martin LMT Stock Holding History

Sowa Financial Group’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
-199
Closed -$71K – 157
2020
Q4 		$71K Hold
199
– – 0.05% 108
2020
Q3 		$76K Hold
199
– – 0.05% 100
2020
Q2 		$73K Hold
199
– – 0.06% 95
2020
Q1 		$67K Hold
199
– – 0.06% 95
2019
Q4 		$77K Buy
+199
New +$76.4K 0.06% 93

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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

Sowa Financial Group's LMT Position: Q1 2021 in Review

Sowa Financial Group sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 199 shares — an estimated $71K sold.

Sowa Financial Group first reported a position in LMT in Q4 2019 and held it in 5 quarters. The position peaked at $77K in Q4 2019. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • Sowa Financial Group reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 199 Lockheed Martin shares in Q1 2021, an estimated $71K.
  • Sowa Financial Group first reported a position in Lockheed Martin in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Lockheed Martin position peaked at $77K in Q4 2019.
  • 1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.