Nelson Capital Management’s Lockheed Martin LMT Stock Holding History

Nelson Capital 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 Q4	–	Sell	-250	Closed	-$98K	–	209
2019 Q3	$98K	Buy	250 +100	+67%	+$37.6K	0.02%	114
2019 Q2	$55K	Hold	150	–	–	0.01%	140
2019 Q1	$45K	Sell	150 -24	-14%	-$7.04K	0.01%	139
2018 Q4	$46K	Hold	174	–	–	0.01%	134
2018 Q3	$60K	Buy	174 +150	+625%	+$48.4K	0.01%	119
2018 Q2	$7K	Hold	24	–	–	﹤0.01%	211
2018 Q1	$8K	Hold	24	–	–	﹤0.01%	212
2017 Q4	$8K	Hold	24	–	–	﹤0.01%	244
2017 Q3	$7K	Hold	24	–	–	﹤0.01%	213
2017 Q2	$7K	Buy	+24	New	+$6.59K	﹤0.01%	223

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 $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $645B AUM 30.41% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nelson Capital Management's LMT Position: Q4 2019 in Review

Nelson Capital Management sold out of Lockheed Martin (LMT) in Q4 2019, closing a stake of 250 shares — an estimated $98K sold.

Nelson Capital Management first reported a position in LMT in Q2 2017 and held it in 10 quarters. The position peaked at $98K in Q3 2019. 1,819 funds tracked by Wall St. Rank hold LMT as of Q4 2019.

Nelson Capital Management reported no remaining Lockheed Martin position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 250 Lockheed Martin shares in Q4 2019, an estimated $98K.
Nelson Capital Management first reported a position in Lockheed Martin in Q2 2017 and held it in 10 quarters.
Nelson Capital Management's Lockheed Martin position peaked at $98K in Q3 2019.
1,819 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.