Clarfeld Financial Advisors’s Lockheed Martin LMT Stock Holding History

Clarfeld Financial 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
2018 Q4	$34K	Buy	+129	New	+$39.1K	0.03%	123

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clarfeld Financial Advisors's LMT Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Lockheed Martin (LMT) in Q4 2018: 129 shares worth $34K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings.

1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

Clarfeld Financial Advisors held 129 shares of Lockheed Martin worth $34K as of Q4 2018.
Lockheed Martin was a new Clarfeld Financial Advisors position in Q4 2018.
Lockheed Martin made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #123 holding.
1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.