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Squar Milner Financial Services’s Lockheed Martin LMT Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-311
Closed -$105K – 490
2020
Q1 		$105K Sell
311
-9
-3% -$3.54K 0.06% 251
2019
Q4 		$124K Buy
+320
New +$123K 0.06% 279
2018
Q3 		– Sell
-74
Closed -$22K – 822
2018
Q2 		$22K Buy
+74
New +$23.9K 0.02% 466

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's LMT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Lockheed Martin (LMT) in Q2 2020, closing a stake of 311 shares — an estimated $105K sold.

Squar Milner Financial Services first reported a position in LMT in Q2 2018 and held it in 3 quarters. The position peaked at $124K in Q4 2019. 1,820 funds tracked by Wall St. Rank hold LMT as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Lockheed Martin position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 311 Lockheed Martin shares in Q2 2020, an estimated $105K.
  • Squar Milner Financial Services first reported a position in Lockheed Martin in Q2 2018 and held it in 3 quarters.
  • Squar Milner Financial Services's Lockheed Martin position peaked at $124K in Q4 2019.
  • 1,820 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.