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Strategic Capital Advisers’s Lockheed Martin LMT Stock Holding History

Strategic Capital Advisers’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
Q4 		– Sell
-5,553
Closed -$1.92M – 62
2021
Q3 		$1.92M Buy
5,553
+54
+1% +$19.5K 1.49% 34
2021
Q2 		$2.08M Buy
5,499
+151
+3% +$58.1K 1.72% 32
2021
Q1 		$1.98M Sell
5,348
-397
-7% -$136K 1.72% 32
2020
Q4 		$2.04M Buy
5,745
+12
+0.2% +$4.41K 1.74% 31
2020
Q3 		$2.2M Buy
5,733
+161
+3% +$61.4K 2.06% 25
2020
Q2 		$2.03M Sell
5,572
-195
-3% -$73.7K 2.04% 24
2020
Q1 		$1.96M Buy
5,767
+2
+0% +$787 2.37% 24
2019
Q4 		$2.25M Buy
5,765
+53
+0.9% +$20.3K 2.1% 23
2019
Q3 		$2.23M Buy
5,712
+5
+0.1% +$1.88K 2.48% 19
2019
Q2 		$2.08M Sell
5,707
-322
-5% -$108K 2.19% 25
2019
Q1 		$1.81M Buy
6,029
+690
+13% +$202K 1.96% 24
2018
Q4 		$1.4M Sell
5,339
-2,405
-31% -$730K 1.5% 32
2018
Q3 		$2.68M Buy
7,744
+30
+0.4% +$9.68K 1.91% 25
2018
Q2 		$2.4M Buy
+7,714
New +$2.49M 1.75% 29

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

Strategic Capital Advisers's LMT Position: Q4 2021 in Review

Strategic Capital Advisers sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 5,553 shares — an estimated $1.92M sold.

Strategic Capital Advisers first reported a position in LMT in Q2 2018 and held it in 14 quarters. The position peaked at $2.68M in Q3 2018. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

  • Strategic Capital Advisers reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
  • Strategic Capital Advisers sold 5,553 Lockheed Martin shares in Q4 2021, an estimated $1.92M.
  • Strategic Capital Advisers first reported a position in Lockheed Martin in Q2 2018 and held it in 14 quarters.
  • Strategic Capital Advisers's Lockheed Martin position peaked at $2.68M in Q3 2018.
  • 2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Strategic Capital Advisers's 13F filing for Q4 2021, filed 19 Jan 2022.