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Lyons Wealth Management’s Lockheed Martin LMT Stock Holding History

Lyons 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
2019
Q1 		– Sell
-2,409
Closed -$633K – 28
2018
Q4 		$633K Sell
2,409
-181
-7% -$54.9K 2.06% 23
2018
Q3 		$896K Sell
2,590
-83
-3% -$26.8K 1.77% 17
2018
Q2 		$788K Sell
2,673
-28
-1% -$9.03K 1.13% 27
2018
Q1 		$914K Sell
2,701
-38
-1% -$12.9K 1.39% 14
2017
Q4 		$877K Sell
2,739
-51
-2% -$16.1K 1.43% 17
2017
Q3 		$865K Sell
2,790
-634
-19% -$189K 1.3% 15
2017
Q2 		$949K Buy
3,424
+118
+4% +$32.4K 1.33% 16
2017
Q1 		$886K Buy
3,306
+41
+1% +$10.7K 0.93% 20
2016
Q4 		$808K Buy
+3,265
New +$816K 1.1% 23
2015
Q3 		– Sell
-4,989
Closed -$929K – 74
2015
Q2 		$929K Sell
4,989
-856
-15% -$165K 1.06% 25
2015
Q1 		$1.19M Sell
5,845
-117
-2% -$23.1K 1.29% 12
2014
Q4 		$1.15M Sell
5,962
-566
-9% -$105K 1.2% 16
2014
Q3 		$1.2M Buy
6,528
+5,037
+338% +$857K 1.27% 13
2014
Q2 		$239K Buy
+1,491
New +$242K 0.21% 59

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lyons Wealth Management's LMT Position: Q1 2019 in Review

Lyons Wealth Management sold out of Lockheed Martin (LMT) in Q1 2019, closing a stake of 2,409 shares — an estimated $633K sold.

Lyons Wealth Management first reported a position in LMT in Q2 2014 and held it in 14 quarters. The position peaked at $1.2M in Q3 2014. 1,543 funds tracked by Wall St. Rank hold LMT as of Q1 2019.

  • Lyons Wealth Management reported no remaining Lockheed Martin position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 2,409 Lockheed Martin shares in Q1 2019, an estimated $633K.
  • Lyons Wealth Management first reported a position in Lockheed Martin in Q2 2014 and held it in 14 quarters.
  • Lyons Wealth Management's Lockheed Martin position peaked at $1.2M in Q3 2014.
  • 1,543 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.