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Wealthspire Advisors (Maryland)’s Lockheed Martin LMT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$792K Sell
2,065
-235
-10% -$89.7K 0.03% 211
2020
Q2 		$839K Buy
2,300
+94
+4% +$35.5K 0.06% 182
2020
Q1 		$748K Sell
2,206
-770
-26% -$303K 0.07% 180
2019
Q4 		$1.16M Buy
2,976
+1,128
+61% +$433K 0.08% 150
2019
Q3 		$721K Sell
1,848
-281
-13% -$106K 0.05% 197
2019
Q2 		$774K Sell
2,129
-90
-4% -$30.1K 0.06% 177
2019
Q1 		$666K Buy
2,219
+12
+0.5% +$3.52K 0.05% 205
2018
Q4 		$578K Sell
2,207
-8
-0.4% -$2.43K 0.05% 198
2018
Q3 		$766K Buy
2,215
+250
+13% +$80.7K 0.06% 176
2018
Q2 		$581K Sell
1,965
-124
-6% -$40K 0.05% 209
2018
Q1 		$706K Buy
2,089
+276
+15% +$93.9K 0.07% 180
2017
Q4 		$582K Buy
1,813
+148
+9% +$46.7K 0.06% 227
2017
Q3 		$517K Buy
1,665
+288
+21% +$85.9K 0.06% 235
2017
Q2 		$382K Buy
1,377
+651
+90% +$179K 0.05% 277
2017
Q1 		$194K Buy
726
+263
+57% +$68.9K 0.03% 403
2016
Q4 		$116K Buy
463
+52
+13% +$13K 0.02% 530
2016
Q3 		$99K Sell
411
-1,278
-76% -$320K 0.02% 564
2016
Q2 		$419K Buy
1,689
+14
+0.8% +$3.3K 0.07% 192
2016
Q1 		$371K Sell
1,675
-246
-13% -$52.9K 0.07% 206
2015
Q4 		$417K Buy
+1,921
New +$417K 0.08% 184

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LMT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Lockheed Martin (LMT) stake by 10% in Q3 2020, selling an estimated $89.7K and leaving 2,065 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #211.

Wealthspire Advisors (Maryland) first reported a position in LMT in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.16M in Q4 2019. 1,837 funds tracked by Wall St. Rank hold LMT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,065 shares of Lockheed Martin worth $792K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 235 Lockheed Martin shares in Q3 2020, an estimated $89.7K.
  • Lockheed Martin made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #211 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Lockheed Martin in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Lockheed Martin position peaked at $1.16M in Q4 2019.
  • 1,837 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.