Suncoast Equity Management’s Lockheed Martin LMT Stock Holding History

Suncoast Equity Management’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	-2,458	Closed	-$930K	–	49
2021 Q2	$930K	Buy	2,458 +160	+7%	+$61.5K	0.12%	26
2021 Q1	$849K	Sell	2,298 -5	-0.2%	-$1.72K	0.13%	26
2020 Q4	$818K	Buy	2,303 +115	+5%	+$42.3K	0.13%	27
2020 Q3	$839K	Buy	2,188 +10	+0.5%	+$3.82K	0.15%	24
2020 Q2	$795K	Buy	2,178 +637	+41%	+$241K	0.15%	22
2020 Q1	$522K	Buy	1,541 +468	+44%	+$184K	0.13%	23
2019 Q4	$418K	Buy	1,073 +19	+2%	+$7.29K	0.08%	32
2019 Q3	$411K	Buy	1,054 +492	+88%	+$185K	0.09%	32
2019 Q2	$204K	Buy	+562	New	+$188K	0.04%	39

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Suncoast Equity Management's LMT Position: Q3 2021 in Review

Suncoast Equity Management sold out of Lockheed Martin (LMT) in Q3 2021, closing a stake of 2,458 shares — an estimated $930K sold.

Suncoast Equity Management first reported a position in LMT in Q2 2019 and held it in 9 quarters. The position peaked at $930K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold LMT as of Q3 2021.

Suncoast Equity Management reported no remaining Lockheed Martin position as of Q3 2021 after selling out during the quarter.
Suncoast Equity Management sold 2,458 Lockheed Martin shares in Q3 2021, an estimated $930K.
Suncoast Equity Management first reported a position in Lockheed Martin in Q2 2019 and held it in 9 quarters.
Suncoast Equity Management's Lockheed Martin position peaked at $930K in Q2 2021.
1,919 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2021.

Based on Suncoast Equity Management's 13F filing for Q3 2021, filed 29 Oct 2021.