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Biegel & Waller’s Lockheed Martin LMT Stock Holding History

Biegel & Waller’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
Q3 		$1.28M Buy
3,288
+202
+7% +$76K 0.72% 25
2019
Q2 		$1.12M Hold
3,086
– – 0.57% 29
2019
Q1 		$926K Buy
3,086
+81
+3% +$23.8K 0.48% 29
2018
Q4 		$787K Sell
3,005
-178
-6% -$54K 0.47% 30
2018
Q3 		$1.1M Hold
3,183
– – 0.64% 22
2018
Q2 		$940K Buy
+3,183
New +$1.03M 0.59% 21

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Biegel & Waller's LMT Position: Q3 2019 in Review

Biegel & Waller increased its Lockheed Martin (LMT) stake by 6.5% in Q3 2019, buying an estimated $76K and bringing the position to 3,288 shares worth $1.28M. The position accounts for 0.72% of the portfolio, ranked #25.

Biegel & Waller first reported a position in LMT in Q2 2018 and has held it in 6 quarters since. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

  • Biegel & Waller held 3,288 shares of Lockheed Martin worth $1.28M as of Q3 2019.
  • Biegel & Waller bought 202 Lockheed Martin shares in Q3 2019, an estimated $76K.
  • Lockheed Martin made up 0.72% of Biegel & Waller's portfolio in Q3 2019, its #25 holding.
  • Biegel & Waller first reported a position in Lockheed Martin in Q2 2018 and has held it in 6 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.