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Jackson Grant Investment Advisers’s Lockheed Martin LMT Stock Holding History

Jackson Grant Investment Advisers’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
-21
Closed -$8K – 227
2019
Q2 		$8K Hold
21
– – ﹤0.01% 211
2019
Q1 		$6K Hold
21
– – ﹤0.01% 212
2018
Q4 		$5K Buy
+21
New +$6.37K ﹤0.01% 213

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

Jackson Grant Investment Advisers's LMT Position: Q3 2019 in Review

Jackson Grant Investment Advisers sold out of Lockheed Martin (LMT) in Q3 2019, closing a stake of 21 shares — an estimated $8K sold.

Jackson Grant Investment Advisers first reported a position in LMT in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

  • Jackson Grant Investment Advisers reported no remaining Lockheed Martin position as of Q3 2019 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 21 Lockheed Martin shares in Q3 2019, an estimated $8K.
  • Jackson Grant Investment Advisers first reported a position in Lockheed Martin in Q4 2018 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's Lockheed Martin position peaked at $8K in Q2 2019.
  • 1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2019, filed 20 Nov 2019.