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Kabarec Financial Advisors’s Lockheed Martin LMT Stock Holding History

Kabarec Financial 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
2018
Q2 		– Sell
-702
Closed -$237K – 90
2018
Q1 		$237K Buy
702
+3
+0.4% +$1.02K 0.15% 42
2017
Q4 		$224K Buy
+699
New +$220K 0.14% 41

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kabarec Financial Advisors's LMT Position: Q2 2018 in Review

Kabarec Financial Advisors sold out of Lockheed Martin (LMT) in Q2 2018, closing a stake of 702 shares — an estimated $237K sold.

Kabarec Financial Advisors first reported a position in LMT in Q4 2017 and held it in 2 quarters. The position peaked at $237K in Q1 2018. 1,451 funds tracked by Wall St. Rank hold LMT as of Q2 2018.

  • Kabarec Financial Advisors reported no remaining Lockheed Martin position as of Q2 2018 after selling out during the quarter.
  • Kabarec Financial Advisors sold 702 Lockheed Martin shares in Q2 2018, an estimated $237K.
  • Kabarec Financial Advisors first reported a position in Lockheed Martin in Q4 2017 and held it in 2 quarters.
  • Kabarec Financial Advisors's Lockheed Martin position peaked at $237K in Q1 2018.
  • 1,451 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.