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Lake Point Wealth Management’s Lockheed Martin LMT Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-452
Closed -$176K – 430
2019
Q4 		$176K Buy
+452
New +$173K 0.06% 53
2019
Q1 		– Sell
-101
Closed -$26K – 784
2018
Q4 		$26K Buy
+101
New +$30.6K 0.01% 323

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Point Wealth Management's LMT Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Lockheed Martin (LMT) in Q1 2020, closing a stake of 452 shares — an estimated $176K sold.

Lake Point Wealth Management first reported a position in LMT in Q4 2018 and held it in 2 quarters. The position peaked at $176K in Q4 2019. 1,743 funds tracked by Wall St. Rank hold LMT as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Lockheed Martin position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 452 Lockheed Martin shares in Q1 2020, an estimated $176K.
  • Lake Point Wealth Management first reported a position in Lockheed Martin in Q4 2018 and held it in 2 quarters.
  • Lake Point Wealth Management's Lockheed Martin position peaked at $176K in Q4 2019.
  • 1,743 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.