Marietta Investment Partners’s Lockheed Martin LMT Stock Holding History

Marietta Investment Partners’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 Q3	–	Sell	-2,305	Closed	-$681K	–	140
2018 Q2	$681K	Sell	2,305 -5,905	-72%	-$1.9M	0.21%	85
2018 Q1	$2.77M	Hold	8,210	–	–	0.83%	37
2017 Q4	$2.64M	Buy	8,210 +60	+0.7%	+$18.9K	0.75%	39
2017 Q3	$2.53M	Sell	8,150 -5	-0.1%	-$1.49K	0.76%	42
2017 Q2	$2.26M	Sell	8,155 -7,016	-46%	-$1.93M	0.73%	45
2017 Q1	$4.06M	Sell	15,171 -2,724	-15%	-$713K	1.35%	27
2016 Q4	$4.47M	Buy	17,895 +15,725	+725%	+$3.93M	1.57%	27
2016 Q3	$520K	Hold	2,170	–	–	0.17%	99
2016 Q2	$539K	Hold	2,170	–	–	0.19%	90
2016 Q1	$481K	Hold	2,170	–	–	0.2%	91
2015 Q4	$471K	Hold	2,170	–	–	0.19%	92
2015 Q3	$474K	Buy	+2,170	New	+$442K	0.18%	91

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Marietta Investment Partners's LMT Position: Q3 2018 in Review

Marietta Investment Partners sold out of Lockheed Martin (LMT) in Q3 2018, closing a stake of 2,305 shares — an estimated $681K sold.

Marietta Investment Partners first reported a position in LMT in Q3 2015 and held it in 12 quarters. The position peaked at $4.47M in Q4 2016. 1,468 funds tracked by Wall St. Rank hold LMT as of Q3 2018.

Marietta Investment Partners reported no remaining Lockheed Martin position as of Q3 2018 after selling out during the quarter.
Marietta Investment Partners sold 2,305 Lockheed Martin shares in Q3 2018, an estimated $681K.
Marietta Investment Partners first reported a position in Lockheed Martin in Q3 2015 and held it in 12 quarters.
Marietta Investment Partners's Lockheed Martin position peaked at $4.47M in Q4 2016.
1,468 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2018.

Based on Marietta Investment Partners's 13F filing for Q3 2018, filed 14 Nov 2018.