LBA Wealth Management’s Lockheed Martin LMT Stock Holding History

LBA 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
2017 Q1	$117K	Sell	439 -2	-0.5%	-$524	0.06%	137
2016 Q4	$110K	Sell	441 -369	-46%	-$92.2K	0.06%	139
2016 Q3	$194K	Hold	810	–	–	0.11%	112
2016 Q2	$201K	Sell	810 -75	-8%	-$17.7K	0.11%	105
2016 Q1	$196K	Buy	885 +50	+6%	+$10.8K	0.11%	108
2015 Q4	$181K	Hold	835	–	–	0.1%	121
2015 Q3	$173K	Sell	835 -75	-8%	-$15.3K	0.11%	115
2015 Q2	$169K	Sell	910 -75	-8%	-$14.4K	0.11%	105
2015 Q1	$200K	Sell	985 -310	-24%	-$61.2K	0.13%	101
2014 Q4	$249K	Sell	1,295 -900	-41%	-$167K	0.16%	92
2014 Q3	$401K	Hold	2,195	–	–	0.28%	51
2014 Q2	$353K	Buy	2,195 +10	+0.5%	+$1.63K	0.29%	58
2014 Q1	$357K	Sell	2,185 -50	-2%	-$7.85K	0.29%	58
2013 Q4	$332K	Buy	+2,235	New	+$304K	0.27%	60

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LBA Wealth Management's LMT Position: Q1 2017 in Review

LBA Wealth Management reduced its Lockheed Martin (LMT) stake by 0.45% in Q1 2017, selling an estimated $524 and leaving 439 shares worth $117K. The position accounts for 0.06% of the portfolio, ranked #137.

LBA Wealth Management first reported a position in LMT in Q4 2013 and has held it in 14 quarters since. The position peaked at $401K in Q3 2014. 1,224 funds tracked by Wall St. Rank hold LMT as of Q1 2017.

LBA Wealth Management held 439 shares of Lockheed Martin worth $117K as of Q1 2017.
LBA Wealth Management sold 2 Lockheed Martin shares in Q1 2017, an estimated $524.
Lockheed Martin made up 0.06% of LBA Wealth Management's portfolio in Q1 2017, its #137 holding.
LBA Wealth Management first reported a position in Lockheed Martin in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Lockheed Martin position peaked at $401K in Q3 2014.
1,224 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.