Kays Financial Advisory’s Lockheed Martin LMT Stock Holding History

Kays Financial Advisory’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
2020 Q3	$443K	Hold	1,155	–	–	0.07%	66
2020 Q2	$421K	Hold	1,155	–	–	0.07%	67
2020 Q1	$391K	Hold	1,155	–	–	0.08%	63
2019 Q4	$450K	Sell	1,155 -853	-42%	-$327K	0.08%	66
2019 Q3	$784K	Buy	2,008 +11	+0.6%	+$4.14K	0.14%	61
2019 Q2	$726K	Buy	1,997 +1	+0.1%	+$335	0.13%	63
2019 Q1	$599K	Buy	1,996 +806	+68%	+$236K	0.12%	64
2018 Q4	$312K	Buy	+1,190	New	+$361K	0.07%	85
2018 Q1	–	Sell	-1,973	Closed	-$633K	–	82
2017 Q4	$633K	Sell	1,973 -89	-4%	-$28.1K	0.19%	54
2017 Q3	$640K	Buy	2,062 +528	+34%	+$158K	0.2%	55
2017 Q2	$426K	Sell	1,534 -107	-7%	-$29.4K	0.14%	57
2017 Q1	$439K	Buy	1,641 +133	+9%	+$34.8K	0.16%	58
2016 Q4	$377K	Buy	+1,508	New	+$377K	0.15%	58
2016 Q1	–	Sell	-1,076	Closed	-$234K	–	68
2015 Q4	$234K	Hold	1,076	–	–	0.12%	56
2015 Q3	$223K	Hold	1,076	–	–	0.13%	58
2015 Q2	$200K	Hold	1,076	–	–	0.12%	61
2015 Q1	$218K	Buy	+1,076	New	+$212K	0.13%	60

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 $5.7T 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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