Gupta Wealth Management’s Lockheed Martin LMT Stock Holding History

Gupta Wealth 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
2016 Q1	$626K	Buy	2,827 +2,111	+295%	+$454K	0.15%	124
2015 Q4	$155K	Buy	716 +106	+17%	+$23K	0.04%	275
2015 Q3	$126K	Hold	610	–	–	0.03%	312
2015 Q2	$113K	Sell	610 -11	-2%	-$2.12K	0.03%	329
2015 Q1	$126K	Buy	+621	New	+$123K	0.04%	276

Other funds holding LMT

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

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gupta Wealth Management's LMT Position: Q1 2016 in Review

Gupta Wealth Management increased its Lockheed Martin (LMT) stake by 295% in Q1 2016, buying an estimated $454K and bringing the position to 2,827 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #124.

Gupta Wealth Management first reported a position in LMT in Q1 2015 and has held it in 5 quarters since. 1,118 funds tracked by Wall St. Rank hold LMT as of Q1 2016.

Gupta Wealth Management held 2,827 shares of Lockheed Martin worth $626K as of Q1 2016.
Gupta Wealth Management bought 2,111 Lockheed Martin shares in Q1 2016, an estimated $454K.
Lockheed Martin made up 0.15% of Gupta Wealth Management's portfolio in Q1 2016, its #124 holding.
Gupta Wealth Management first reported a position in Lockheed Martin in Q1 2015 and has held it in 5 quarters since.
1,118 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.