Genovese Burford & Brothers Wealth & Retirement Plan Management’s Lockheed Martin LMT Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-19	Closed	-$6K	–	240
2018 Q2	$6K	Hold	19	–	–	﹤0.01%	346
2018 Q1	$6K	Buy	+19	New	+$6.47K	﹤0.01%	352
2017 Q4	–	Sell	-19	Closed	-$5K	–	364
2017 Q3	$5K	Hold	19	–	–	﹤0.01%	329
2017 Q2	$5K	Hold	19	–	–	﹤0.01%	312
2017 Q1	$6K	Hold	19	–	–	﹤0.01%	338
2016 Q4	$5K	Hold	19	–	–	﹤0.01%	385
2016 Q3	$4K	Hold	19	–	–	﹤0.01%	355
2016 Q2	$4K	Hold	19	–	–	﹤0.01%	332
2016 Q1	$4K	Hold	19	–	–	﹤0.01%	318
2015 Q4	$4K	Buy	+19	New	+$4.12K	﹤0.01%	313

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 $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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's LMT Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Lockheed Martin (LMT) in Q3 2018, closing a stake of 19 shares — an estimated $6K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in LMT in Q4 2015 and held it in 10 quarters. The position peaked at $6K in Q2 2018. 1,468 funds tracked by Wall St. Rank hold LMT as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Lockheed Martin position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 19 Lockheed Martin shares in Q3 2018, an estimated $6K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Lockheed Martin in Q4 2015 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Lockheed Martin position peaked at $6K in Q2 2018.
1,468 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.