Jacobus Wealth Management’s Lockheed Martin LMT Stock Holding History

Jacobus 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
2017 Q3	$272K	Hold	875	–	–	0.07%	139
2017 Q2	$243K	Hold	875	–	–	0.07%	145
2017 Q1	$234K	Hold	875	–	–	0.07%	144
2016 Q4	$219K	Hold	875	–	–	0.06%	149
2016 Q3	$210K	Hold	875	–	–	0.06%	169
2016 Q2	$217K	Sell	875 -725	-45%	-$171K	0.07%	160
2016 Q1	$354K	Sell	1,600 -30	-2%	-$6.46K	0.1%	155
2015 Q4	$354K	Sell	1,630 -125	-7%	-$27.1K	0.1%	154
2015 Q3	$364K	Hold	1,755	–	–	0.11%	145
2015 Q2	$326K	Sell	1,755 -22	-1%	-$4.24K	0.08%	170
2015 Q1	$361K	Hold	1,777	–	–	0.09%	154
2014 Q4	$342K	Hold	1,777	–	–	0.09%	156
2014 Q3	$325K	Sell	1,777 -2,186	-55%	-$372K	0.09%	166
2014 Q2	$637K	Hold	3,963	–	–	0.16%	114
2014 Q1	$647K	Buy	3,963 +536	+16%	+$84.2K	0.16%	114
2013 Q4	$509K	Buy	3,427 +107	+3%	+$14.5K	0.15%	118
2013 Q3	$423K	Hold	3,320	–	–	0.15%	108
2013 Q2	$360K	Buy	+3,320	New	+$339K	0.13%	121

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

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

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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