Gideon Capital Advisors’s Lockheed Martin LMT Stock Holding History

Gideon Capital 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
2019 Q3	–	Sell	-4,516	Closed	-$1.64M	–	350
2019 Q2	$1.64M	Buy	+4,516	New	+$1.51M	0.57%	52
2018 Q3	–	Sell	-1,450	Closed	-$428K	–	424
2018 Q2	$428K	Buy	+1,450	New	+$468K	0.21%	178
2017 Q3	–	Sell	-1,057	Closed	-$293K	–	327
2017 Q2	$293K	Buy	+1,057	New	+$290K	0.32%	134
2014 Q3	–	Sell	-4,497	Closed	-$723K	–	327
2014 Q2	$723K	Buy	+4,497	New	+$731K	0.26%	123

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Gideon Capital Advisors's LMT Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Lockheed Martin (LMT) in Q3 2019, closing a stake of 4,516 shares — an estimated $1.64M sold.

Gideon Capital Advisors first reported a position in LMT in Q2 2014 and held it in 4 quarters. The position peaked at $1.64M in Q2 2019. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

Gideon Capital Advisors reported no remaining Lockheed Martin position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 4,516 Lockheed Martin shares in Q3 2019, an estimated $1.64M.
Gideon Capital Advisors first reported a position in Lockheed Martin in Q2 2014 and held it in 4 quarters.
Gideon Capital Advisors's Lockheed Martin position peaked at $1.64M in Q2 2019.
1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.