WWM
LMT icon

Willingdon Wealth Management’s Lockheed Martin LMT Stock Holding History

Willingdon Wealth 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
Q1 		$1.28M Sell
3,791
-299
-7% -$118K 0.32% 72
2019
Q4 		$1.59M Sell
4,090
-38
-0.9% -$14.6K 0.33% 82
2019
Q3 		$1.61M Sell
4,128
-120
-3% -$45.1K 0.35% 79
2019
Q2 		$1.54M Sell
4,248
-12,421
-75% -$4.16M 0.36% 79
2019
Q1 		$5M Buy
16,669
+383
+2% +$112K 1.23% 24
2018
Q4 		$4.26M Sell
16,286
-109
-0.7% -$33.1K 1.23% 20
2018
Q3 		$5.67M Buy
16,395
+793
+5% +$256K 1.55% 14
2018
Q2 		$4.61M Buy
15,602
+831
+6% +$268K 1.41% 16
2018
Q1 		$4.99M Buy
14,771
+3,321
+29% +$1.13M 1.58% 13
2017
Q4 		$3.68M Buy
11,450
+834
+8% +$263K 1.21% 21
2017
Q3 		$3.29M Buy
10,616
+32
+0.3% +$9.55K 1.2% 25
2017
Q2 		$2.94M Buy
10,584
+353
+3% +$97K 1.17% 27
2017
Q1 		$2.74M Sell
10,231
-10,003
-49% -$2.62M 1.11% 27
2016
Q4 		$5.06M Buy
20,234
+1,105
+6% +$276K 2.39% 6
2016
Q3 		$4.59M Sell
19,129
-9,979
-34% -$2.5M 2.32% 1
2016
Q2 		$7.22M Buy
29,108
+3,732
+15% +$880K 3.71% 1
2016
Q1 		$5.62M Buy
25,376
+14,748
+139% +$3.17M 3.44% 1
2015
Q4 		$2.31M Buy
+10,628
New +$2.31M 2.11% 10
2014
Q2 		– Sell
-8,954
Closed -$1.46M – 85
2014
Q1 		$1.46M Buy
8,954
+305
+4% +$47.9K 1.03% 42
2013
Q4 		$1.29M Buy
+8,649
New +$1.17M 1.01% 41

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return