Beacon Pointe Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$3.88M	Buy	9,973 +4,345	+77%	+$1.67M	0.72%	35
2019 Q3	$2.2M	Sell	5,628 -137	-2%	-$51.5K	0.46%	43
2019 Q2	$2.1M	Sell	5,765 -84	-1%	-$28.1K	0.44%	47
2019 Q1	$1.76M	Sell	5,849 -215	-4%	-$63.1K	0.4%	50
2018 Q4	$1.58M	Buy	+6,064	New	+$1.84M	0.57%	40

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Pointe Wealth Advisors's LMT Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Lockheed Martin (LMT) stake by 77% in Q4 2019, buying an estimated $1.67M and bringing the position to 9,973 shares worth $3.88M. The position accounts for 0.72% of the portfolio, ranked #35.

Beacon Pointe Wealth Advisors first reported a position in LMT in Q4 2018 and has held it in 5 quarters since. 1,819 funds tracked by Wall St. Rank hold LMT as of Q4 2019.

Beacon Pointe Wealth Advisors held 9,973 shares of Lockheed Martin worth $3.88M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 4,345 Lockheed Martin shares in Q4 2019, an estimated $1.67M.
Lockheed Martin made up 0.72% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #35 holding.
Beacon Pointe Wealth Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 5 quarters since.
1,819 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.