JMH
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J.M. Hartwell’s Lockheed Martin LMT Stock Holding History

J.M. Hartwell’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 		$267K Sell
683
-72
-10% -$27.1K 0.05% 83
2019
Q2 		$275K Buy
+755
New +$253K 0.05% 76
2018
Q4 		– Sell
-720
Closed -$249K – 85
2018
Q3 		$249K Hold
720
– – 0.04% 76
2018
Q2 		$213K Hold
720
– – 0.04% 78
2018
Q1 		$243K Buy
720
+59
+9% +$20.1K 0.05% 79
2017
Q4 		$212K Buy
+661
New +$208K 0.04% 76

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.M. Hartwell's LMT Position: Q3 2019 in Review

J.M. Hartwell reduced its Lockheed Martin (LMT) stake by 9.5% in Q3 2019, selling an estimated $27.1K and leaving 683 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #83.

J.M. Hartwell first reported a position in LMT in Q4 2017 and has held it in 6 quarters since. The position peaked at $275K in Q2 2019. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

  • J.M. Hartwell held 683 shares of Lockheed Martin worth $267K as of Q3 2019.
  • J.M. Hartwell sold 72 Lockheed Martin shares in Q3 2019, an estimated $27.1K.
  • Lockheed Martin made up 0.05% of J.M. Hartwell's portfolio in Q3 2019, its #83 holding.
  • J.M. Hartwell first reported a position in Lockheed Martin in Q4 2017 and has held it in 6 quarters since.
  • J.M. Hartwell's Lockheed Martin position peaked at $275K in Q2 2019.
  • 1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.