SEC 13F Intelligence

Waddell & Reed Financial Inc / LMT

Waddell & Reed Financial Inc’s Lockheed Martin Corp Position

Does Waddell & Reed Financial Inc own Lockheed Martin Corp (LMT)? Not currently — the last reported position was 49.1K shares worth $17M in Q4 2020; the fund’s latest 13F (Q1 2021) no longer reports it.

Position Value
$17M
Q4 2020
Shares
49.1K
% of Portfolio
+0.04%
Quarters Held
9
position exited

Position History LMT

Reported value by quarter
Q4 ’18: $237MQ4 ’18Q1 ’19: $206MQ2 ’19: $214MQ2 ’19Q3 ’19: $206MQ4 ’19: $133MQ4 ’19Q1 ’20: $158MQ2 ’20: $125MQ2 ’20Q3 ’20: $108MQ4 ’20: $17MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202049.1K$17M+0.04%
Q3 2020282.7K$108M+0.26%
Q2 2020343.3K$125M+0.32%
Q1 2020465.5K$158M+0.51%
Q4 2019341.3K$133M+0.33%
Q3 2019527.1K$206M+0.53%
Q2 2019588.0K$214M+0.53%
Q1 2019687.1K$206M+0.51%
Q4 2018905.5K$237M+0.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of LMT.