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Mariner Wealth Advisors (Cincinnati)’s Lockheed Martin LMT Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 		$542K Buy
1,567
+207
+15% +$66.8K 0.03% 190
2018
Q2 		$402K Buy
1,360
+29
+2% +$9.36K 0.02% 216
2018
Q1 		$450K Sell
1,331
-942
-41% -$321K 0.03% 201
2017
Q4 		$730K Buy
2,273
+101
+5% +$31.8K 0.04% 143
2017
Q3 		$674K Sell
2,172
-186
-8% -$55.5K 0.04% 142
2017
Q2 		$655K Buy
2,358
+3
+0.1% +$824 0.05% 145
2017
Q1 		$630K Buy
2,355
+96
+4% +$25.1K 0.05% 147
2016
Q4 		$565K Sell
2,259
-129
-5% -$32.2K 0.04% 151
2016
Q3 		$572K Buy
2,388
+16
+0.7% +$4K 0.05% 152
2016
Q2 		$589K Sell
2,372
-33
-1% -$7.78K 0.05% 148
2016
Q1 		$533K Buy
2,405
+220
+10% +$47.3K 0.05% 147
2015
Q4 		$474K Buy
+2,185
New +$474K 0.05% 154
2015
Q1 		$342K Sell
1,686
-385
-19% -$76K 0.05% 135
2014
Q4 		$399K Buy
2,071
+576
+39% +$107K 0.06% 128
2014
Q3 		$273K Buy
1,495
+12
+0.8% +$2.04K 0.04% 143
2014
Q2 		$238K Sell
1,483
-67
-4% -$10.9K 0.04% 140
2014
Q1 		$253K Buy
+1,550
New +$243K 0.04% 128

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s LMT Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Lockheed Martin (LMT) stake by 15% in Q3 2018, buying an estimated $66.8K and bringing the position to 1,567 shares worth $542K. The position accounts for 0.03% of the portfolio, ranked #190.

Mariner Wealth Advisors (Cincinnati) first reported a position in LMT in Q1 2014 and has held it in 17 quarters since. The position peaked at $730K in Q4 2017. 1,468 funds tracked by Wall St. Rank hold LMT as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 1,567 shares of Lockheed Martin worth $542K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 207 Lockheed Martin shares in Q3 2018, an estimated $66.8K.
  • Lockheed Martin made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #190 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Lockheed Martin in Q1 2014 and has held it in 17 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Lockheed Martin position peaked at $730K in Q4 2017.
  • 1,468 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.