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Advisor Group’s Lockheed Martin LMT Stock Holding History

Advisor Group’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 		$25.4M Buy
65,286
+2,269
+4% +$871K 0.18% 105
2019
Q3 		$24.6M Buy
63,017
+10,835
+21% +$4.07M 0.18% 104
2019
Q2 		$19M Buy
52,182
+1,719
+3% +$575K 0.15% 121
2019
Q1 		$15.2M Sell
50,463
-6,670
-12% -$1.96M 0.12% 148
2018
Q4 		$15M Buy
57,133
+2,228
+4% +$676K 0.15% 121
2018
Q3 		$19M Buy
54,905
+12,237
+29% +$3.95M 0.19% 96
2018
Q2 		$12.6M Sell
42,668
-4,032
-9% -$1.3M 0.17% 113
2018
Q1 		$15.8M Sell
46,700
-3,446
-7% -$1.17M 0.22% 90
2017
Q4 		$16.1M Buy
50,146
+5,708
+13% +$1.8M 0.22% 88
2017
Q3 		$13.8M Buy
44,438
+3,470
+8% +$1.04M 0.22% 95
2017
Q2 		$11.4M Buy
40,968
+5,033
+14% +$1.38M 0.2% 106
2017
Q1 		$9.62M Buy
35,935
+5,415
+18% +$1.42M 0.19% 112
2016
Q4 		$7.63M Buy
30,520
+4,656
+18% +$1.16M 0.17% 127
2016
Q3 		$6.2M Sell
25,864
-9,307
-26% -$2.33M 0.15% 155
2016
Q2 		$8.72M Buy
+35,171
New +$8.29M 0.23% 100

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

Advisor Group's LMT Position: Q4 2019 in Review

Advisor Group increased its Lockheed Martin (LMT) stake by 3.6% in Q4 2019, buying an estimated $871K and bringing the position to 65,286 shares worth $25.4M. The position accounts for 0.18% of the portfolio, ranked #105.

Advisor Group first reported a position in LMT in Q2 2016 and has held it in 15 quarters since. 1,819 funds tracked by Wall St. Rank hold LMT as of Q4 2019.

  • Advisor Group held 65,286 shares of Lockheed Martin worth $25.4M as of Q4 2019.
  • Advisor Group bought 2,269 Lockheed Martin shares in Q4 2019, an estimated $871K.
  • Lockheed Martin made up 0.18% of Advisor Group's portfolio in Q4 2019, its #105 holding.
  • Advisor Group first reported a position in Lockheed Martin in Q2 2016 and has held it in 15 quarters since.
  • 1,819 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.