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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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lourd Capital's LMT Position: Q1 2019 in Review

Lourd Capital sold out of Lockheed Martin (LMT) in Q1 2019, closing a stake of 3,944 shares — an estimated $1.03M sold.

Lourd Capital first reported a position in LMT in Q1 2014 and held it in 18 quarters. The position peaked at $1.67M in Q4 2017. 1,542 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

  • Lourd Capital reported no remaining Lockheed Martin position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 3,944 Lockheed Martin shares in Q1 2019, an estimated $1.03M.
  • Lourd Capital first reported a position in Lockheed Martin in Q1 2014 and held it in 18 quarters.
  • Lourd Capital's Lockheed Martin position peaked at $1.67M in Q4 2017.
  • 1,542 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.