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Alterna Wealth Management’s Lockheed Martin LMT Stock Holding History

Alterna 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
-2,297
Closed -$638K – 237
2018
Q4 		$638K Buy
+2,297
New +$697K 0.1% 144

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

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

Alterna Wealth Management sold out of Lockheed Martin (LMT) in Q1 2019, closing a stake of 2,297 shares — an estimated $638K sold.

Alterna Wealth Management first reported a position in LMT in Q4 2018 and held it in 1 quarter. The position peaked at $638K in Q4 2018. 1,543 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

  • Alterna Wealth Management reported no remaining Lockheed Martin position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 2,297 Lockheed Martin shares in Q1 2019, an estimated $638K.
  • Alterna Wealth Management first reported a position in Lockheed Martin in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Lockheed Martin position peaked at $638K in Q4 2018.
  • 1,543 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

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