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Advantage Investment Management’s Lockheed Martin LMT Stock Holding History

Advantage Investment Management’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
Q3 		$384K Sell
985
-49
-5% -$18.4K 0.3% 61
2019
Q2 		$376K Sell
1,034
-4
-0.4% -$1.34K 0.29% 62
2019
Q1 		$312K Sell
1,038
-81
-7% -$23.8K 0.25% 71
2018
Q4 		$293K Buy
1,119
+92
+9% +$27.9K 0.22% 83
2018
Q3 		$355K Buy
1,027
+333
+48% +$107K 0.23% 78
2018
Q2 		$205K Sell
694
-245
-26% -$79K 0.15% 125
2018
Q1 		$317K Buy
939
+160
+21% +$54.5K 0.12% 127
2017
Q4 		$250K Sell
779
-42
-5% -$13.2K 0.08% 151
2017
Q3 		$255K Sell
821
-49
-6% -$14.6K 0.08% 150
2017
Q2 		$242K Buy
870
+75
+9% +$20.6K 0.08% 147
2017
Q1 		$213K Sell
795
-593
-43% -$155K 0.08% 140
2016
Q4 		$347K Buy
1,388
+847
+157% +$212K 0.13% 108
2016
Q3 		$130K Sell
541
-117
-18% -$29.3K 0.05% 186
2016
Q2 		$163K Buy
658
+12
+2% +$2.83K 0.08% 157
2016
Q1 		$143K Sell
646
-188
-23% -$40.4K 0.06% 171
2015
Q4 		$181K Sell
834
-9
-1% -$1.95K 0.09% 144
2015
Q3 		$175K Buy
843
+378
+81% +$76.9K 0.1% 131
2015
Q2 		$86K Sell
465
-262
-36% -$50.5K 0.04% 265
2015
Q1 		$148K Hold
727
– – 0.08% 173
2014
Q4 		$140K Buy
+727
New +$135K 0.1% 157

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

Advantage Investment Management's LMT Position: Q3 2019 in Review

Advantage Investment Management reduced its Lockheed Martin (LMT) stake by 4.7% in Q3 2019, selling an estimated $18.4K and leaving 985 shares worth $384K. The position accounts for 0.3% of the portfolio, ranked #61.

Advantage Investment Management first reported a position in LMT in Q4 2014 and has held it in 20 quarters since. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

  • Advantage Investment Management held 985 shares of Lockheed Martin worth $384K as of Q3 2019.
  • Advantage Investment Management sold 49 Lockheed Martin shares in Q3 2019, an estimated $18.4K.
  • Lockheed Martin made up 0.3% of Advantage Investment Management's portfolio in Q3 2019, its #61 holding.
  • Advantage Investment Management first reported a position in Lockheed Martin in Q4 2014 and has held it in 20 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.