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Stillwater Capital Advisors’s Lockheed Martin LMT Stock Holding History

Stillwater Capital Advisors’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
-28,170
Closed -$10.7M – 73
2021
Q2 		$10.7M Buy
28,170
+367
+1% +$141K 1.76% 28
2021
Q1 		$10.3M Buy
27,803
+328
+1% +$113K 1.86% 27
2020
Q4 		$9.75M Sell
27,475
-74
-0.3% -$27.2K 1.87% 25
2020
Q3 		$10.6M Buy
27,549
+47
+0.2% +$17.9K 2.3% 22
2020
Q2 		$10M Buy
27,502
+895
+3% +$338K 2.42% 21
2020
Q1 		$9.02M Sell
26,607
-28
-0.1% -$11K 2.65% 16
2019
Q4 		$10.4M Buy
26,635
+319
+1% +$122K 2.35% 23
2019
Q3 		$10.3M Buy
26,316
+116
+0.4% +$43.6K 2.6% 16
2019
Q2 		$9.53M Sell
26,200
-3,021
-10% -$1.01M 2.35% 20
2019
Q1 		$8.77M Buy
29,221
+14,484
+98% +$4.25M 1.91% 25
2018
Q4 		$3.86M Sell
14,737
-12,304
-46% -$3.73M 0.96% 32
2018
Q3 		$9.36M Buy
27,041
+1,098
+4% +$354K 1.94% 24
2018
Q2 		$7.66M Buy
+25,943
New +$8.37M 1.83% 28

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stillwater Capital Advisors's LMT Position: Q3 2021 in Review

Stillwater Capital Advisors sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 28,170 shares — an estimated $10.7M sold.

Stillwater Capital Advisors first reported a position in LMT in Q2 2018 and held it in 13 quarters. The position peaked at $10.7M in Q2 2021. 1,920 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

  • Stillwater Capital Advisors reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
  • Stillwater Capital Advisors sold 28,170 Lockheed Martin shares in Q3 2021, an estimated $10.7M.
  • Stillwater Capital Advisors first reported a position in Lockheed Martin in Q2 2018 and held it in 13 quarters.
  • Stillwater Capital Advisors's Lockheed Martin position peaked at $10.7M in Q2 2021.
  • 1,920 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Stillwater Capital Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.