KWA
LMT icon

KCS Wealth Advisory’s Lockheed Martin LMT Stock Holding History

KCS Wealth 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
2019
Q4 		– Sell
-96
Closed -$37.4K – 291
2019
Q3 		$37.4K Buy
+96
New +$36.1K 0.03% 261

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KCS Wealth Advisory's LMT Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Lockheed Martin (LMT) in Q4 2019, closing a stake of 96 shares — an estimated $37.4K sold.

KCS Wealth Advisory first reported a position in LMT in Q3 2019 and held it in 1 quarter. The position peaked at $37.4K in Q3 2019. 1,819 funds tracked by Wall St. Rank hold LMT as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Lockheed Martin position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 96 Lockheed Martin shares in Q4 2019, an estimated $37.4K.
  • KCS Wealth Advisory first reported a position in Lockheed Martin in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Lockheed Martin position peaked at $37.4K in Q3 2019.
  • 1,819 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.