CA Family Wealth’s Lockheed Martin LMT Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-557	Closed	-$217K	–	100
2019 Q4	$217K	Buy	+557	New	+$214K	0.15%	115

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CA Family Wealth's LMT Position: Q1 2020 in Review

CA Family Wealth sold out of Lockheed Martin (LMT) in Q1 2020, closing a stake of 557 shares — an estimated $217K sold.

CA Family Wealth first reported a position in LMT in Q4 2019 and held it in 1 quarter. The position peaked at $217K in Q4 2019. 1,743 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

CA Family Wealth reported no remaining Lockheed Martin position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 557 Lockheed Martin shares in Q1 2020, an estimated $217K.
CA Family Wealth first reported a position in Lockheed Martin in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Lockheed Martin position peaked at $217K in Q4 2019.
1,743 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.