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Wunderlich Capital Managemnt’s Lockheed Martin LMT Stock Holding History

Wunderlich Capital Managemnt’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 		– Sell
-2,954
Closed -$1.05M – 83
2020
Q4 		$1.05M Sell
2,954
-3
-0.1% -$1.1K 0.58% 68
2020
Q3 		$1.13M Buy
2,957
+800
+37% +$305K 0.7% 65
2020
Q2 		$787K Buy
2,157
+673
+45% +$254K 0.55% 63
2020
Q1 		$503K Buy
1,484
+17
+1% +$6.69K 0.41% 63
2019
Q4 		$571K Buy
1,467
+968
+194% +$371K 0.36% 71
2019
Q3 		$195K Buy
499
+31
+7% +$11.7K 0.13% 79
2019
Q2 		$170K Buy
+468
New +$157K 0.11% 85

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

Wunderlich Capital Managemnt's LMT Position: Q1 2021 in Review

Wunderlich Capital Managemnt sold out of Lockheed Martin (LMT) in Q1 2021, closing a stake of 2,954 shares — an estimated $1.05M sold.

Wunderlich Capital Managemnt first reported a position in LMT in Q2 2019 and held it in 7 quarters. The position peaked at $1.13M in Q3 2020. 1,952 funds tracked by Wall St. Rank hold LMT as of Q1 2021.

  • Wunderlich Capital Managemnt reported no remaining Lockheed Martin position as of Q1 2021 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 2,954 Lockheed Martin shares in Q1 2021, an estimated $1.05M.
  • Wunderlich Capital Managemnt first reported a position in Lockheed Martin in Q2 2019 and held it in 7 quarters.
  • Wunderlich Capital Managemnt's Lockheed Martin position peaked at $1.13M in Q3 2020.
  • 1,952 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2021.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2021, filed 17 May 2021.