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HL Financial Services’s Lockheed Martin LMT Stock Holding History

HL Financial Services’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
Q1 		$2.95M Buy
9,817
+265
+3% +$77.7K 0.05% 246
2018
Q4 		$2.5M Sell
9,552
-207
-2% -$62.8K 0.04% 247
2018
Q3 		$3.38M Buy
9,759
+369
+4% +$119K 0.05% 219
2018
Q2 		$2.77M Buy
9,390
+416
+5% +$134K 0.05% 239
2018
Q1 		$3.03M Sell
8,974
-2,003
-18% -$682K 0.05% 210
2017
Q4 		$3.52M Sell
10,977
-99
-0.9% -$31.2K 0.07% 171
2017
Q3 		$3.44M Buy
11,076
+219
+2% +$65.3K 0.07% 189
2017
Q2 		$3.02M Buy
10,857
+279
+3% +$76.6K 0.06% 197
2017
Q1 		$2.83M Buy
10,578
+1,183
+13% +$310K 0.06% 198
2016
Q4 		$2.35M Buy
9,395
+38
+0.4% +$9.5K 0.05% 211
2016
Q3 		$2.24M Buy
9,357
+578
+7% +$145K 0.05% 217
2016
Q2 		$2.18M Buy
8,779
+391
+5% +$92.2K 0.05% 206
2016
Q1 		$1.86M Buy
8,388
+5,614
+202% +$1.21M 0.05% 220
2015
Q4 		$602K Buy
2,774
+1,666
+150% +$362K 0.02% 402
2015
Q3 		$230K Buy
+1,108
New +$225K 0.01% 564
2015
Q2 		– Sell
-2,464
Closed -$500K – 674
2015
Q1 		$500K Sell
2,464
-1,272
-34% -$251K 0.01% 462
2014
Q4 		$719K Sell
3,736
-538
-13% -$99.9K 0.02% 342
2014
Q3 		$781K Sell
4,274
-12,523
-75% -$2.13M 0.02% 314
2014
Q2 		$2.7M Buy
16,797
+205
+1% +$33.3K 0.08% 164
2014
Q1 		$2.71M Sell
16,592
-2,936
-15% -$461K 0.08% 154
2013
Q4 		$2.9M Buy
19,528
+14,304
+274% +$1.94M 0.09% 152
2013
Q3 		$666K Buy
+5,224
New +$634K 0.02% 292

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HL Financial Services's LMT Position: Q1 2019 in Review

HL Financial Services increased its Lockheed Martin (LMT) stake by 2.8% in Q1 2019, buying an estimated $77.7K and bringing the position to 9,817 shares worth $2.95M. The position accounts for 0.05% of the portfolio, ranked #246.

HL Financial Services first reported a position in LMT in Q3 2013 and has held it in 22 quarters since. The position peaked at $3.52M in Q4 2017. 1,542 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

  • HL Financial Services held 9,817 shares of Lockheed Martin worth $2.95M as of Q1 2019.
  • HL Financial Services bought 265 Lockheed Martin shares in Q1 2019, an estimated $77.7K.
  • Lockheed Martin made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #246 holding.
  • HL Financial Services first reported a position in Lockheed Martin in Q3 2013 and has held it in 22 quarters since.
  • HL Financial Services's Lockheed Martin position peaked at $3.52M in Q4 2017.
  • 1,542 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.