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BKS Advisors’s Lockheed Martin LMT Stock Holding History

BKS 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
Q1 		$357K Hold
1,190
– – 0.14% 138
2018
Q4 		$312K Hold
1,190
– – 0.14% 146
2018
Q3 		$411K Sell
1,190
-350
-23% -$113K 0.15% 143
2018
Q2 		$455K Buy
1,540
+302
+24% +$97.4K 0.16% 139
2018
Q1 		$418K Hold
1,238
– – 0.15% 137
2017
Q4 		$397K Buy
1,238
+278
+29% +$87.6K 0.14% 137
2017
Q3 		$298K Sell
960
-27
-3% -$8.06K 0.12% 151
2017
Q2 		$274K Buy
987
+100
+11% +$27.5K 0.11% 158
2017
Q1 		$237K Sell
887
-1,900
-68% -$498K 0.1% 169
2016
Q4 		$697K Buy
2,787
+100
+4% +$25K 0.33% 82
2016
Q3 		$644K Buy
+2,687
New +$672K 0.3% 81

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

BKS Advisors's LMT Position: Q1 2019 in Review

BKS Advisors held its Lockheed Martin (LMT) position steady in Q1 2019 at 1,190 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #138.

BKS Advisors first reported a position in LMT in Q3 2016 and has held it in 11 quarters since. The position peaked at $697K in Q4 2016. 1,543 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

  • BKS Advisors held 1,190 shares of Lockheed Martin worth $357K as of Q1 2019.
  • BKS Advisors left its Lockheed Martin share count unchanged in Q1 2019.
  • Lockheed Martin made up 0.14% of BKS Advisors's portfolio in Q1 2019, its #138 holding.
  • BKS Advisors first reported a position in Lockheed Martin in Q3 2016 and has held it in 11 quarters since.
  • BKS Advisors's Lockheed Martin position peaked at $697K in Q4 2016.
  • 1,543 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.