Kelly Lawrence W & Associates’s Lockheed Martin LMT Stock Holding History

Kelly Lawrence W & Associates’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	-200	Closed	-$52K	–	132
2018 Q4	$52K	Sell	200 -1,300	-87%	-$394K	0.01%	100
2018 Q3	$519K	Hold	1,500	–	–	0.09%	65
2018 Q2	$443K	Hold	1,500	–	–	0.08%	67
2018 Q1	$507K	Sell	1,500 -300	-17%	-$102K	0.1%	63
2017 Q4	$578K	Sell	1,800 -14,000	-89%	-$4.41M	0.11%	63
2017 Q3	$4.9M	Buy	15,800 +14,000	+778%	+$4.18M	0.93%	38
2017 Q2	$500K	Buy	1,800 +110	+7%	+$30.2K	0.1%	64
2017 Q1	$452K	Hold	1,690	–	–	0.09%	64
2016 Q4	$422K	Hold	1,690	–	–	0.09%	64
2016 Q3	$406K	Hold	1,690	–	–	0.09%	68
2016 Q2	$419K	Buy	1,690 +90	+6%	+$21.2K	0.1%	67
2016 Q1	$354K	Hold	1,600	–	–	0.09%	67
2015 Q4	$347K	Sell	1,600 -1,600	-50%	-$347K	0.08%	67
2015 Q3	$663K	Buy	3,200 +1,600	+100%	+$326K	0.15%	53
2015 Q2	$297K	Buy	+1,600	New	+$308K	0.06%	78

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 $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kelly Lawrence W & Associates's LMT Position: Q1 2019 in Review

Kelly Lawrence W & Associates sold out of Lockheed Martin (LMT) in Q1 2019, closing a stake of 200 shares — an estimated $52K sold.

Kelly Lawrence W & Associates first reported a position in LMT in Q2 2015 and held it in 15 quarters. The position peaked at $4.9M in Q3 2017. 1,543 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

Kelly Lawrence W & Associates reported no remaining Lockheed Martin position as of Q1 2019 after selling out during the quarter.
Kelly Lawrence W & Associates sold 200 Lockheed Martin shares in Q1 2019, an estimated $52K.
Kelly Lawrence W & Associates first reported a position in Lockheed Martin in Q2 2015 and held it in 15 quarters.
Kelly Lawrence W & Associates's Lockheed Martin position peaked at $4.9M in Q3 2017.
1,543 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2019, filed 15 May 2019.