Yorktown Management & Research Company’s Lockheed Martin LMT Stock Holding History

Yorktown Management & Research Company’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 Q4	–	Sell	-710	Closed	-$245K	–	260
2021 Q3	$245K	Buy	+710	New	+$257K	0.18%	224
2020 Q4	–	Sell	-870	Closed	-$333K	–	240
2020 Q3	$333K	Hold	870	–	–	0.31%	166
2020 Q2	$317K	Buy	+870	New	+$329K	0.28%	157
2019 Q2	–	Sell	-5,100	Closed	-$1.53M	–	334
2019 Q1	$1.53M	Buy	5,100 +1,300	+34%	+$381K	0.49%	46
2018 Q4	$995K	Buy	+3,800	New	+$1.15M	0.33%	78
2017 Q4	–	Sell	-800	Closed	-$248K	–	391
2017 Q3	$248K	Hold	800	–	–	0.07%	319
2017 Q2	$222K	Hold	800	–	–	0.07%	271
2017 Q1	$214K	Hold	800	–	–	0.06%	313
2016 Q4	$200K	Buy	+800	New	+$200K	0.05%	352
2016 Q1	–	Sell	-5,800	Closed	-$1.26M	–	392
2015 Q4	$1.26M	Buy	+5,800	New	+$1.26M	0.22%	138
2015 Q2	–	Sell	-1,000	Closed	-$203K	–	491
2015 Q1	$203K	Buy	+1,000	New	+$197K	0.04%	439
2014 Q4	–	Sell	-6,900	Closed	-$1.26M	–	458
2014 Q3	$1.26M	Hold	6,900	–	–	0.24%	77
2014 Q2	$1.11M	Sell	6,900 -4,500	-39%	-$732K	0.21%	85
2014 Q1	$1.86M	Sell	11,400 -700	-6%	-$110K	0.35%	57
2013 Q4	$1.8M	Sell	12,100 -200	-2%	-$27.2K	0.36%	57
2013 Q3	$1.57M	Buy	12,300 +9,200	+297%	+$1.12M	0.34%	60
2013 Q2	$336K	Buy	+3,100	New	+$317K	0.07%	126

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Yorktown Management & Research Company's LMT Position: Q4 2021 in Review

Yorktown Management & Research Company sold out of Lockheed Martin (LMT) in Q4 2021, closing a stake of 710 shares — an estimated $245K sold.

Yorktown Management & Research Company first reported a position in LMT in Q2 2013 and held it in 17 quarters. The position peaked at $1.86M in Q1 2014. 2,061 funds tracked by Wall St. Rank hold LMT as of Q4 2021.

Yorktown Management & Research Company reported no remaining Lockheed Martin position as of Q4 2021 after selling out during the quarter.
Yorktown Management & Research Company sold 710 Lockheed Martin shares in Q4 2021, an estimated $245K.
Yorktown Management & Research Company first reported a position in Lockheed Martin in Q2 2013 and held it in 17 quarters.
Yorktown Management & Research Company's Lockheed Martin position peaked at $1.86M in Q1 2014.
2,061 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2021.

Based on Yorktown Management & Research Company's 13F filing for Q4 2021, filed 9 Feb 2022.