1NWS
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1 North Wealth Services’s Lockheed Martin LMT Stock Holding History

1 North Wealth Services’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
2019
Q4 		$3K Hold
7
– – ﹤0.01% 295
2019
Q3 		$3K Buy
+7
New +$2.63K ﹤0.01% 256
2019
Q1 		$2K Sell
7
-8
-53% -$2.35K ﹤0.01% 266
2018
Q4 		$4K Buy
+15
New +$4.55K ﹤0.01% 212

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1 North Wealth Services's LMT Position: Q4 2019 in Review

1 North Wealth Services held its Lockheed Martin (LMT) position steady in Q4 2019 at 7 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

1 North Wealth Services first reported a position in LMT in Q4 2018 and has held it in 4 quarters since. The position peaked at $4K in Q4 2018. 1,819 funds tracked by Wall St. Rank hold LMT as of Q4 2019.

  • 1 North Wealth Services held 7 shares of Lockheed Martin worth $3K as of Q4 2019.
  • 1 North Wealth Services left its Lockheed Martin share count unchanged in Q4 2019.
  • Lockheed Martin made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #295 holding.
  • 1 North Wealth Services first reported a position in Lockheed Martin in Q4 2018 and has held it in 4 quarters since.
  • 1 North Wealth Services's Lockheed Martin position peaked at $4K in Q4 2018.
  • 1,819 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.