SWM
LMT icon

SVA Wealth Management’s Lockheed Martin LMT Stock Holding History

SVA Wealth 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
2020
Q4 		$4.87M Sell
13,726
-29
-0.2% -$10.7K 0.42% 50
2020
Q3 		$5.27M Buy
13,755
+241
+2% +$92K 0.52% 44
2020
Q2 		$4.93M Buy
13,514
+2,592
+24% +$979K 0.53% 47
2020
Q1 		$3.7M Buy
10,922
+797
+8% +$313K 0.42% 51
2019
Q4 		$3.94M Sell
10,125
-84
-0.8% -$32.2K 0.36% 62
2019
Q3 		$3.98M Sell
10,209
-22
-0.2% -$8.27K 0.39% 59
2019
Q2 		$3.72M Sell
10,231
-707
-6% -$237K 0.37% 62
2019
Q1 		$3.28M Buy
10,938
+75
+0.7% +$22K 0.32% 74
2018
Q4 		$2.84M Buy
10,863
+794
+8% +$241K 0.32% 76
2018
Q3 		$3.48M Sell
10,069
-87
-0.9% -$28.1K 0.35% 65
2018
Q2 		$3M Sell
10,156
-689
-6% -$222K 0.32% 66
2018
Q1 		$3.37M Sell
10,845
-229
-2% -$77.9K 0.42% 68
2017
Q4 		$3.56M Buy
11,074
+229
+2% +$72.2K 0.42% 64
2017
Q3 		$3.37M Buy
10,845
+36
+0.3% +$10.7K 0.42% 68
2017
Q2 		$3M Buy
10,809
+755
+8% +$207K 0.39% 72
2017
Q1 		$2.69M Sell
10,054
-1,823
-15% -$477K 0.36% 75
2016
Q4 		$2.97M Sell
11,877
-287
-2% -$71.7K 0.44% 68
2016
Q3 		$2.92M Buy
12,164
+380
+3% +$95.1K 0.45% 68
2016
Q2 		$2.92M Buy
11,784
+162
+1% +$38.2K 0.47% 67
2016
Q1 		$2.57M Buy
11,622
+318
+3% +$68.4K 0.43% 68
2015
Q4 		$2.46M Buy
11,304
+173
+2% +$37.5K 0.42% 72
2015
Q3 		$2.31M Buy
11,131
+156
+1% +$31.7K 0.43% 73
2015
Q2 		$2.04M Sell
10,975
-84
-0.8% -$16.2K 0.38% 76
2015
Q1 		$2.25M Buy
11,059
+4,947
+81% +$977K 0.41% 75
2014
Q4 		$1.18M Buy
6,112
+199
+3% +$36.9K 0.43% 53
2014
Q3 		$1.08M Buy
5,913
+261
+5% +$44.4K 0.46% 54
2014
Q2 		$908K Buy
5,652
+45
+0.8% +$7.32K 0.39% 63
2014
Q1 		$915K Sell
5,607
-52
-0.9% -$8.17K 0.43% 57
2013
Q4 		$841K Buy
+5,659
New +$769K 0.5% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's LMT Position: Q4 2020 in Review

SVA Wealth Management reduced its Lockheed Martin (LMT) stake by 0.21% in Q4 2020, selling an estimated $10.7K and leaving 13,726 shares worth $4.87M. The position accounts for 0.42% of the portfolio, ranked #50.

SVA Wealth Management first reported a position in LMT in Q4 2013 and has held it in 29 quarters since. The position peaked at $5.27M in Q3 2020. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • SVA Wealth Management held 13,726 shares of Lockheed Martin worth $4.87M as of Q4 2020.
  • SVA Wealth Management sold 29 Lockheed Martin shares in Q4 2020, an estimated $10.7K.
  • Lockheed Martin made up 0.42% of SVA Wealth Management's portfolio in Q4 2020, its #50 holding.
  • SVA Wealth Management first reported a position in Lockheed Martin in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Lockheed Martin position peaked at $5.27M in Q3 2020.
  • 1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.