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Bridgewater Wealth & Financial Management’s Lockheed Martin LMT Stock Holding History

Bridgewater Wealth & Financial Management’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
2016
Q2 		– Sell
-911
Closed -$202K – 116
2016
Q1 		$202K Buy
+911
New +$196K 0.07% 112

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridgewater Wealth & Financial Management's LMT Position: Q2 2016 in Review

Bridgewater Wealth & Financial Management sold out of Lockheed Martin (LMT) in Q2 2016, closing a stake of 911 shares — an estimated $202K sold.

Bridgewater Wealth & Financial Management first reported a position in LMT in Q1 2016 and held it in 1 quarter. The position peaked at $202K in Q1 2016. 1,155 funds tracked by Wall St. Rank hold LMT as of Q2 2016.

  • Bridgewater Wealth & Financial Management reported no remaining Lockheed Martin position as of Q2 2016 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 911 Lockheed Martin shares in Q2 2016, an estimated $202K.
  • Bridgewater Wealth & Financial Management first reported a position in Lockheed Martin in Q1 2016 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Lockheed Martin position peaked at $202K in Q1 2016.
  • 1,155 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2016.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q2 2016, filed 3 Aug 2016.