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Affinity Wealth Management’s Lockheed Martin LMT Stock Holding History

Affinity Wealth 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
Q1 		– Sell
-3,389
Closed -$887K – 106
2018
Q4 		$887K Buy
+3,389
New +$1.03M 0.54% 32

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affinity Wealth Management's LMT Position: Q1 2019 in Review

Affinity Wealth Management sold out of Lockheed Martin (LMT) in Q1 2019, closing a stake of 3,389 shares — an estimated $887K sold.

Affinity Wealth Management first reported a position in LMT in Q4 2018 and held it in 1 quarter. The position peaked at $887K in Q4 2018. 1,543 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

  • Affinity Wealth Management reported no remaining Lockheed Martin position as of Q1 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 3,389 Lockheed Martin shares in Q1 2019, an estimated $887K.
  • Affinity Wealth Management first reported a position in Lockheed Martin in Q4 2018 and held it in 1 quarter.
  • Affinity Wealth Management's Lockheed Martin position peaked at $887K in Q4 2018.
  • 1,543 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on Affinity Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.