Jolley Asset Management’s Lockheed Martin LMT Stock Holding History

Jolley Asset 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
2018 Q3	–	Sell	-138	Closed	-$41K	–	122
2018 Q2	$41K	Hold	138	–	–	0.03%	109
2018 Q1	$47K	Sell	138 -28	-17%	-$9.53K	0.03%	111
2017 Q4	$53K	Hold	166	–	–	0.03%	104
2017 Q3	$52K	Buy	166 +66	+66%	+$19.7K	0.04%	104
2017 Q2	$28K	Buy	+100	New	+$27.5K	0.02%	120

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jolley Asset Management's LMT Position: Q3 2018 in Review

Jolley Asset Management sold out of Lockheed Martin (LMT) in Q3 2018, closing a stake of 138 shares — an estimated $41K sold.

Jolley Asset Management first reported a position in LMT in Q2 2017 and held it in 5 quarters. The position peaked at $53K in Q4 2017. 1,468 funds tracked by Wall St. Rank hold LMT as of Q3 2018.

Jolley Asset Management reported no remaining Lockheed Martin position as of Q3 2018 after selling out during the quarter.
Jolley Asset Management sold 138 Lockheed Martin shares in Q3 2018, an estimated $41K.
Jolley Asset Management first reported a position in Lockheed Martin in Q2 2017 and held it in 5 quarters.
Jolley Asset Management's Lockheed Martin position peaked at $53K in Q4 2017.
1,468 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.