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Winslow Evans & Crocker’s Lockheed Martin LMT Stock Holding History

Winslow Evans & Crocker’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 		$403K Buy
1,135
+860
+313% +$316K 0.08% 222
2020
Q3 		$106K Hold
275
– – 0.03% 350
2020
Q2 		$100K Sell
275
-1
-0.4% -$378 0.03% 361
2020
Q1 		$96K Hold
276
– – 0.03% 334
2019
Q4 		$108K Hold
276
– – 0.03% 381
2019
Q3 		$108K Hold
276
– – 0.03% 384
2019
Q2 		$102K Sell
276
-18
-6% -$6.02K 0.03% 395
2019
Q1 		$90K Buy
294
+18
+7% +$5.28K 0.03% 400
2018
Q4 		$74K Buy
276
+202
+273% +$61.3K 0.02% 407
2018
Q3 		$28K Hold
74
– – 0.01% 598
2018
Q2 		$24K Hold
74
– – 0.01% 640
2018
Q1 		$24.9K Buy
74
+8
+12% +$2.72K 0.01% 606
2017
Q4 		$20.7K Hold
66
– – 0.01% 649
2017
Q3 		$20K Sell
66
-43
-39% -$12.8K 0.01% 662
2017
Q2 		$30.3K Sell
109
-1
-0.9% -$275 0.01% 669
2017
Q1 		$29.2K Hold
110
– – 0.01% 656
2016
Q4 		$27.2K Buy
110
+50
+83% +$12.5K 0.01% 667
2016
Q3 		$14.1K Hold
60
– – ﹤0.01% 820
2016
Q2 		$14.6K Buy
60
+2
+3% +$472 ﹤0.01% 788
2016
Q1 		$13K Sell
58
-2,352
-98% -$506K ﹤0.01% 816
2015
Q4 		$523K Buy
2,410
+2,276
+1,699% +$494K 0.15% 149
2015
Q3 		$27.6K Sell
134
-10
-7% -$2.04K 0.01% 641
2015
Q2 		$26.6K Buy
144
+44
+44% +$8.47K 0.01% 693
2015
Q1 		$20K Hold
100
– – 0.01% 732
2014
Q4 		$19K Sell
100
-3,646
-97% -$677K 0.01% 747
2014
Q3 		$685K Buy
3,746
+3,669
+4,765% +$625K 0.2% 122
2014
Q2 		$12.4K Sell
77
-10
-11% -$1.63K ﹤0.01% 799
2014
Q1 		$14.2K Sell
87
-500
-85% -$78.5K ﹤0.01% 750
2013
Q4 		$87K Buy
+587
New +$79.7K 0.03% 404

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

Winslow Evans & Crocker's LMT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Lockheed Martin (LMT) stake by 313% in Q4 2020, buying an estimated $316K and bringing the position to 1,135 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #222.

Winslow Evans & Crocker first reported a position in LMT in Q4 2013 and has held it in 29 quarters since. The position peaked at $685K in Q3 2014. 1,941 funds tracked by Wall St. Rank hold LMT as of Q4 2020.

  • Winslow Evans & Crocker held 1,135 shares of Lockheed Martin worth $403K as of Q4 2020.
  • Winslow Evans & Crocker bought 860 Lockheed Martin shares in Q4 2020, an estimated $316K.
  • Lockheed Martin made up 0.08% of Winslow Evans & Crocker's portfolio in Q4 2020, its #222 holding.
  • Winslow Evans & Crocker first reported a position in Lockheed Martin in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Lockheed Martin position peaked at $685K in Q3 2014.
  • 1,941 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.