Catamount Wealth Management’s Lockheed Martin LMT Stock Holding History

Catamount Wealth 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
2019 Q1	$48K	Hold	159	–	–	0.03%	89
2018 Q4	$46K	Hold	159	–	–	0.03%	73
2018 Q3	$55K	Hold	159	–	–	0.03%	78
2018 Q2	$50K	Buy	159 +17	+12%	+$5.48K	0.02%	80
2018 Q1	$48K	Buy	142 +72	+103%	+$24.5K	0.03%	81
2017 Q4	$22K	Hold	70	–	–	0.01%	112
2017 Q3	$22K	Buy	70 +30	+75%	+$8.95K	0.01%	112
2017 Q2	$11K	Sell	40 -500	-93%	-$137K	0.01%	129
2017 Q1	$145K	Hold	540	–	–	0.1%	44
2016 Q4	$135K	Buy	540 +40	+8%	+$10K	0.11%	42
2016 Q3	$118K	Buy	+500	New	+$125K	0.1%	42

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Catamount Wealth Management's LMT Position: Q1 2019 in Review

Catamount Wealth Management held its Lockheed Martin (LMT) position steady in Q1 2019 at 159 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #89.

Catamount Wealth Management first reported a position in LMT in Q3 2016 and has held it in 11 quarters since. The position peaked at $145K in Q1 2017. 1,543 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

Catamount Wealth Management held 159 shares of Lockheed Martin worth $48K as of Q1 2019.
Catamount Wealth Management left its Lockheed Martin share count unchanged in Q1 2019.
Lockheed Martin made up 0.03% of Catamount Wealth Management's portfolio in Q1 2019, its #89 holding.
Catamount Wealth Management first reported a position in Lockheed Martin in Q3 2016 and has held it in 11 quarters since.
Catamount Wealth Management's Lockheed Martin position peaked at $145K in Q1 2017.
1,543 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.