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Legacy Financial Strategies’s Lockheed Martin LMT Stock Holding History

Legacy Financial Strategies’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
2018
Q1 		– Sell
-630
Closed -$202K – 97
2017
Q4 		$202K Buy
+630
New +$199K 0.21% 95

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Financial Strategies's LMT Position: Q1 2018 in Review

Legacy Financial Strategies sold out of Lockheed Martin (LMT) in Q1 2018, closing a stake of 630 shares — an estimated $202K sold.

Legacy Financial Strategies first reported a position in LMT in Q4 2017 and held it in 1 quarter. The position peaked at $202K in Q4 2017. 1,460 funds tracked by Wall St. Rank hold LMT as of Q1 2018.

  • Legacy Financial Strategies reported no remaining Lockheed Martin position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 630 Lockheed Martin shares in Q1 2018, an estimated $202K.
  • Legacy Financial Strategies first reported a position in Lockheed Martin in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's Lockheed Martin position peaked at $202K in Q4 2017.
  • 1,460 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.