JA
LMT icon

JOYN Advisors’s Lockheed Martin LMT Stock Holding History

JOYN Advisors’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 		– Sell
-707
Closed -$185K – 829
2018
Q4 		$185K Buy
707
+25
+4% +$7.58K 0.04% 116
2018
Q3 		$236K Buy
682
+16
+2% +$5.16K 0.04% 129
2018
Q2 		$197K Buy
666
+394
+145% +$127K 0.04% 144
2018
Q1 		$92K Sell
272
-543
-67% -$185K 0.02% 295
2017
Q4 		$262K Buy
+815
New +$257K 0.06% 138

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's LMT Position: Q1 2019 in Review

JOYN Advisors sold out of Lockheed Martin (LMT) in Q1 2019, closing a stake of 707 shares — an estimated $185K sold.

JOYN Advisors first reported a position in LMT in Q4 2017 and held it in 5 quarters. The position peaked at $262K in Q4 2017. 1,543 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

  • JOYN Advisors reported no remaining Lockheed Martin position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 707 Lockheed Martin shares in Q1 2019, an estimated $185K.
  • JOYN Advisors first reported a position in Lockheed Martin in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Lockheed Martin position peaked at $262K in Q4 2017.
  • 1,543 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.