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Barrington Strategic Wealth Management Group’s Lockheed Martin LMT Stock Holding History

Barrington Strategic Wealth Management 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
2017
Q3 		$1.35M Buy
4,364
+75
+2% +$22.4K 0.68% 39
2017
Q2 		$1.19M Sell
4,289
-76
-2% -$20.9K 0.6% 47
2017
Q1 		$1.17M Sell
4,365
-110
-2% -$28.8K 0.61% 48
2016
Q4 		$1.12M Buy
4,475
+58
+1% +$14.5K 0.6% 49
2016
Q3 		$1.06M Sell
4,417
-230
-5% -$57.6K 0.6% 47
2016
Q2 		$1.15M Sell
4,647
-110
-2% -$25.9K 0.66% 44
2016
Q1 		$1.05M Buy
4,757
+80
+2% +$17.2K 0.61% 47
2015
Q4 		$1.02M Sell
4,677
-45
-1% -$9.77K 0.59% 47
2015
Q3 		$979K Buy
4,722
+85
+2% +$17.3K 0.62% 48
2015
Q2 		$862K Buy
4,637
+95
+2% +$18.3K 0.52% 63
2015
Q1 		$922K Buy
4,542
+365
+9% +$72.1K 0.56% 59
2014
Q4 		$804K Buy
4,177
+165
+4% +$30.6K 0.51% 62
2014
Q3 		$733K Buy
4,012
+295
+8% +$50.2K 0.48% 68
2014
Q2 		$597K Buy
3,717
+325
+10% +$52.8K 0.38% 73
2014
Q1 		$554K Buy
3,392
+330
+11% +$51.8K 0.36% 72
2013
Q4 		$455K Hold
3,062
– – 0.3% 73
2013
Q3 		$391K Buy
3,062
+285
+10% +$34.6K 0.35% 73
2013
Q2 		$301K Buy
+2,777
New +$284K 0.25% 84

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barrington Strategic Wealth Management Group's LMT Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group increased its Lockheed Martin (LMT) stake by 1.7% in Q3 2017, buying an estimated $22.4K and bringing the position to 4,364 shares worth $1.35M. The position accounts for 0.68% of the portfolio, ranked #39.

Barrington Strategic Wealth Management Group first reported a position in LMT in Q2 2013 and has held it in 18 quarters since. 1,300 funds tracked by Wall St. Rank hold LMT as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 4,364 shares of Lockheed Martin worth $1.35M as of Q3 2017.
  • Barrington Strategic Wealth Management Group bought 75 Lockheed Martin shares in Q3 2017, an estimated $22.4K.
  • Lockheed Martin made up 0.68% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #39 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Lockheed Martin in Q2 2013 and has held it in 18 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.