Hefty Wealth Partners’s Lockheed Martin LMT Stock Holding History

Hefty Wealth Partners’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 Q1	$637K	Sell	1,884 -1,414	-43%	-$481K	0.41%	74
2017 Q4	$1.06M	Sell	3,298 -2,279	-41%	-$718K	0.66%	40
2017 Q3	$1.73M	Sell	5,577 -1,309	-19%	-$391K	1.14%	30
2017 Q2	$1.91M	Sell	6,886 -2,442	-26%	-$671K	1.31%	29
2017 Q1	$2.5M	Buy	9,328 +9,289	+23,818%	+$2.43M	1.82%	17
2016 Q4	$9K	Sell	39 -20	-34%	-$5K	0.01%	169
2016 Q3	$14K	Sell	59 -4,528	-99%	-$1.13M	0.01%	161
2016 Q2	$1.14M	Buy	4,587 +74	+2%	+$17.4K	0.94%	38
2016 Q1	$999K	Buy	4,513 +1,415	+46%	+$304K	0.93%	39
2015 Q4	$672K	Buy	+3,098	New	+$672K	0.64%	56

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Hefty Wealth Partners's LMT Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Lockheed Martin (LMT) stake by 43% in Q1 2018, selling an estimated $481K and leaving 1,884 shares worth $637K. The position accounts for 0.41% of the portfolio, ranked #74.

Hefty Wealth Partners first reported a position in LMT in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.5M in Q1 2017. 1,460 funds tracked by Wall St. Rank hold LMT as of Q1 2018.

Hefty Wealth Partners held 1,884 shares of Lockheed Martin worth $637K as of Q1 2018.
Hefty Wealth Partners sold 1,414 Lockheed Martin shares in Q1 2018, an estimated $481K.
Lockheed Martin made up 0.41% of Hefty Wealth Partners's portfolio in Q1 2018, its #74 holding.
Hefty Wealth Partners first reported a position in Lockheed Martin in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Lockheed Martin position peaked at $2.5M in Q1 2017.
1,460 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.