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Edge Advisors’s Lockheed Martin LMT Stock Holding History

Edge 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
Q2 		$215K Buy
730
+1
+0.1% +$323 0.02% 303
2018
Q1 		$246K Sell
729
-88
-11% -$29.9K 0.02% 296
2017
Q4 		$262K Buy
817
+51
+7% +$16.1K 0.03% 286
2017
Q3 		$237K Sell
766
-48
-6% -$14.3K 0.03% 288
2017
Q2 		$225K Buy
814
+71
+10% +$19.5K 0.03% 305
2017
Q1 		$198K Buy
743
+135
+22% +$35.4K 0.02% 322
2016
Q4 		$151K Buy
+608
New +$152K 0.02% 334

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Advisors's LMT Position: Q2 2018 in Review

Edge Advisors increased its Lockheed Martin (LMT) stake by 0.14% in Q2 2018, buying an estimated $323 and bringing the position to 730 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #303.

Edge Advisors first reported a position in LMT in Q4 2016 and has held it in 7 quarters since. The position peaked at $262K in Q4 2017. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

  • Edge Advisors held 730 shares of Lockheed Martin worth $215K as of Q2 2018.
  • Edge Advisors bought 1 Lockheed Martin share in Q2 2018, an estimated $323.
  • Lockheed Martin made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #303 holding.
  • Edge Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Lockheed Martin position peaked at $262K in Q4 2017.
  • 1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.