Lourd Capital’s Lockheed Martin LMT Stock Holding History

Lourd Capital’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	-3,944	Closed	-$1.03M	–	217
2018 Q4	$1.03M	Buy	3,944 +1	+0%	+$303	0.08%	57
2018 Q3	$1.36M	Buy	+3,943	New	+$1.27M	0.09%	45
2018 Q1	–	Sell	-5,206	Closed	-$1.67M	–	230
2017 Q4	$1.67M	Buy	5,206 +3,742	+256%	+$1.18M	0.11%	45
2017 Q3	$454K	Sell	1,464 -133	-8%	-$39.7K	0.04%	67
2017 Q2	$443K	Sell	1,597 -42	-3%	-$11.5K	0.04%	69
2017 Q1	$439K	Sell	1,639 -62	-4%	-$16.2K	0.04%	64
2016 Q4	$425K	Buy	1,701 +75	+5%	+$18.7K	0.04%	58
2016 Q3	$390K	Sell	1,626 -26	-2%	-$6.51K	0.04%	60
2016 Q2	$410K	Sell	1,652 -1	-0.1%	-$236	0.12%	66
2016 Q1	$366K	Buy	1,653 +94	+6%	+$20.2K	0.04%	74
2015 Q4	$339K	Sell	1,559 -19	-1%	-$4.12K	0.04%	79
2015 Q3	$327K	Sell	1,578 -67	-4%	-$13.6K	0.04%	76
2015 Q2	$306K	Buy	1,645 +20	+1%	+$3.85K	0.03%	91
2015 Q1	$330K	Sell	1,625 -24	-1%	-$4.74K	0.03%	88
2014 Q4	$318K	Buy	1,649 +34	+2%	+$6.31K	0.03%	87
2014 Q3	$295K	Buy	1,615 +356	+28%	+$60.6K	0.03%	89
2014 Q2	$202K	Buy	1,259 +9	+0.7%	+$1.46K	0.02%	109
2014 Q1	$204K	Buy	+1,250	New	+$196K	0.02%	100

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 $5.7T 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

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