Emerson Wealth’s Lockheed Martin LMT Stock Holding History

Emerson 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
2019 Q2	–	Sell	-5,804	Closed	-$1.74M	–	29
2019 Q1	$1.74M	Hold	5,804	–	–	1.33%	11
2018 Q4	$1.52M	Buy	+5,804	New	+$1.76M	1.47%	9

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Emerson Wealth's LMT Position: Q2 2019 in Review

Emerson Wealth sold out of Lockheed Martin (LMT) in Q2 2019, closing a stake of 5,804 shares — an estimated $1.74M sold.

Emerson Wealth first reported a position in LMT in Q4 2018 and held it in 2 quarters. The position peaked at $1.74M in Q1 2019. 1,617 funds tracked by Wall St. Rank hold LMT as of Q2 2019.

Emerson Wealth reported no remaining Lockheed Martin position as of Q2 2019 after selling out during the quarter.
Emerson Wealth sold 5,804 Lockheed Martin shares in Q2 2019, an estimated $1.74M.
Emerson Wealth first reported a position in Lockheed Martin in Q4 2018 and held it in 2 quarters.
Emerson Wealth's Lockheed Martin position peaked at $1.74M in Q1 2019.
1,617 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2019.

Based on Emerson Wealth's 13F filing for Q2 2019, filed 27 Sep 2019.