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WESPAC Advisors’s Lockheed Martin LMT Stock Holding History

WESPAC Advisors’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
-1,091
Closed -$418K – 153
2020
Q3 		$418K Buy
1,091
+2
+0.2% +$763 0.52% 68
2020
Q2 		$397K Buy
+1,089
New +$411K 0.45% 72
2018
Q2 		– Sell
-10,006
Closed -$3.38M – 135
2018
Q1 		$3.38M Buy
10,006
+270
+3% +$91.9K 2.06% 6
2017
Q4 		$3.13M Sell
9,736
-4,157
-30% -$1.31M 2.9% 1
2017
Q3 		$4.31M Sell
13,893
-99
-0.7% -$29.5K 2.84% 1
2017
Q2 		$3.88M Buy
13,992
+5,366
+62% +$1.47M 2.66% 2
2017
Q1 		$2.31M Sell
8,626
-714
-8% -$187K 2.66% 3
2016
Q4 		$2.33M Sell
9,340
-923
-9% -$231K 2.62% 5
2016
Q3 		$2.46M Buy
10,263
+972
+10% +$243K 2.78% 3
2016
Q2 		$2.31M Buy
9,291
+1,489
+19% +$351K 2.38% 9
2016
Q1 		$1.73M Sell
7,802
-262
-3% -$56.4K 2.15% 6
2015
Q4 		$1.75M Buy
+8,064
New +$1.75M 2.03% 12
2015
Q2 		– Sell
-3,462
Closed -$703K – 126
2015
Q1 		$703K Buy
+3,462
New +$684K 0.53% 68

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

WESPAC Advisors's LMT Position: Q4 2020 in Review

WESPAC Advisors sold out of Lockheed Martin (LMT) in Q4 2020, closing a stake of 1,091 shares — an estimated $418K sold.

WESPAC Advisors first reported a position in LMT in Q1 2015 and held it in 13 quarters. The position peaked at $4.31M in Q3 2017. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • WESPAC Advisors reported no remaining Lockheed Martin position as of Q4 2020 after selling out during the quarter.
  • WESPAC Advisors sold 1,091 Lockheed Martin shares in Q4 2020, an estimated $418K.
  • WESPAC Advisors first reported a position in Lockheed Martin in Q1 2015 and held it in 13 quarters.
  • WESPAC Advisors's Lockheed Martin position peaked at $4.31M in Q3 2017.
  • 1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on WESPAC Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.