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Ballew Advisors’s Lockheed Martin LMT Stock Holding History

Ballew Advisors’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
2018
Q4 		– Sell
-200
Closed -$61K – 297
2018
Q3 		$61K Hold
200
– – 0.06% 150
2018
Q2 		$59K Hold
200
– – 0.07% 146
2018
Q1 		$68K Buy
+200
New +$68.1K 0.06% 136

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

Ballew Advisors's LMT Position: Q4 2018 in Review

Ballew Advisors sold out of Lockheed Martin (LMT) in Q4 2018, closing a stake of 200 shares — an estimated $61K sold.

Ballew Advisors first reported a position in LMT in Q1 2018 and held it in 3 quarters. The position peaked at $68K in Q1 2018. 1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

  • Ballew Advisors reported no remaining Lockheed Martin position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 200 Lockheed Martin shares in Q4 2018, an estimated $61K.
  • Ballew Advisors first reported a position in Lockheed Martin in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Lockheed Martin position peaked at $68K in Q1 2018.
  • 1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.