Kaizen Advisory’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$179K Buy
685
+64
+10% +$19.4K 0.12% 169
2018
Q3
$215K Hold
621
0.11% 159
2018
Q2
$183K Buy
621
+381
+159% +$123K 0.09% 167
2018
Q1
$81K Hold
240
0.08% 144
2017
Q4
$77K Buy
+240
New +$75.7K 0.05% 158

Other funds holding LMT

Kaizen Advisory's LMT Position: Q4 2018 in Review

Kaizen Advisory increased its Lockheed Martin (LMT) stake by 10% in Q4 2018, buying an estimated $19.4K and bringing the position to 685 shares worth $179K. The position accounts for 0.12% of the portfolio, ranked #169.

Kaizen Advisory first reported a position in LMT in Q4 2017 and has held it in 5 quarters since. The position peaked at $215K in Q3 2018. 1,500 funds tracked by Wall St. Rank hold LMT as of Q4 2018.

  • Kaizen Advisory held 685 shares of Lockheed Martin worth $179K as of Q4 2018.
  • Kaizen Advisory bought 64 Lockheed Martin shares in Q4 2018, an estimated $19.4K.
  • Lockheed Martin made up 0.12% of Kaizen Advisory's portfolio in Q4 2018, its #169 holding.
  • Kaizen Advisory first reported a position in Lockheed Martin in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Lockheed Martin position peaked at $215K in Q3 2018.
  • 1,500 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.