Vivid Financial Management’s Lockheed Martin LMT Stock Holding History

Vivid Financial 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 Q4	$2.92M	Buy	8,208 +183	+2%	+$63.3K	1.09%	23
2021 Q3	$2.77M	Buy	8,025 +148	+2%	+$53.6K	1.14%	21
2021 Q2	$2.98M	Buy	7,877 +331	+4%	+$127K	1.22%	18
2021 Q1	$2.79M	Buy	7,546 +535	+8%	+$184K	1.28%	21
2020 Q4	$2.49M	Buy	7,011 +73	+1%	+$26.8K	1.2%	20
2020 Q3	$2.66M	Sell	6,938 -67	-1%	-$25.6K	1.64%	19
2020 Q2	$2.56M	Sell	7,005 -99	-1%	-$37.4K	1.59%	20
2020 Q1	$2.41M	Sell	7,104 -17	-0.2%	-$6.69K	3.15%	8
2019 Q4	$3.13M	Buy	+7,121	New	+$2.73M	3.34%	6

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

Vivid Financial Management's LMT Position: Q4 2021 in Review

Vivid Financial Management increased its Lockheed Martin (LMT) stake by 2.3% in Q4 2021, buying an estimated $63.3K and bringing the position to 8,208 shares worth $2.92M. The position accounts for 1.09% of the portfolio, ranked #23.

Vivid Financial Management first reported a position in LMT in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.13M in Q4 2019. 2,060 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

Vivid Financial Management held 8,208 shares of Lockheed Martin worth $2.92M as of Q4 2021.
Vivid Financial Management bought 183 Lockheed Martin shares in Q4 2021, an estimated $63.3K.
Lockheed Martin made up 1.09% of Vivid Financial Management's portfolio in Q4 2021, its #23 holding.
Vivid Financial Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 9 quarters since.
Vivid Financial Management's Lockheed Martin position peaked at $3.13M in Q4 2019.
2,060 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.