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WealthStone’s Lockheed Martin LMT Stock Holding History

WealthStone’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
Q1 		$212K Buy
+574
New +$197K 0.07% 242
2020
Q4 		– Sell
-547
Closed -$210K – 258
2020
Q3 		$210K Buy
+547
New +$209K 0.1% 155
2019
Q3 		– Sell
-6
Closed -$2.18K – 355
2019
Q2 		$2.18K Buy
+6
New +$2.01K ﹤0.01% 521

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthStone's LMT Position: Q1 2021 in Review

WealthStone opened a new position in Lockheed Martin (LMT) in Q1 2021: 574 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #242 among its holdings. This is a return to the name: WealthStone previously reported a position in LMT as recently as Q3 2020.

WealthStone first reported a position in LMT in Q2 2019 and has held it in 3 quarters since. 1,951 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • WealthStone held 574 shares of Lockheed Martin worth $212K as of Q1 2021.
  • Lockheed Martin was a new WealthStone position in Q1 2021.
  • Lockheed Martin made up 0.07% of WealthStone's portfolio in Q1 2021, its #242 holding.
  • WealthStone first reported a position in Lockheed Martin in Q2 2019 and has held it in 3 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.