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Weld Capital Management’s Lockheed Martin LMT Stock Holding History

Weld Capital 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 		– Sell
-1,512
Closed -$580K – 593
2020
Q3 		$580K Buy
+1,512
New +$577K 0.23% 158
2019
Q4 		– Sell
-3,954
Closed -$1.54M – 789
2019
Q3 		$1.54M Buy
3,954
+2,739
+225% +$1.03M 0.28% 81
2019
Q2 		$442K Buy
+1,215
New +$406K 0.08% 423
2019
Q1 		– Sell
-8,448
Closed -$2.21M – 778
2018
Q4 		$2.21M Buy
+8,448
New +$2.56M 0.5% 17

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weld Capital Management's LMT Position: Q4 2020 in Review

Weld Capital Management sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 1,512 shares — an estimated $580K sold.

Weld Capital Management first reported a position in LMT in Q4 2018 and held it in 4 quarters. The position peaked at $2.21M in Q4 2018. 1,942 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Weld Capital Management reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 1,512 Lockheed Martin shares in Q4 2020, an estimated $580K.
  • Weld Capital Management first reported a position in Lockheed Martin in Q4 2018 and held it in 4 quarters.
  • Weld Capital Management's Lockheed Martin position peaked at $2.21M in Q4 2018.
  • 1,942 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.