Neuburgh Advisers’s Lockheed Martin LMT Stock Holding History

Neuburgh Advisers’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 Q3	$5.52M	Buy	14,146 +5,874	+71%	+$2.21M	0.17%	115
2019 Q2	$3.01M	Buy	8,272 +1,914	+30%	+$640K	0.1%	168
2019 Q1	$1.91M	Buy	6,358 +924	+17%	+$271K	0.06%	209
2018 Q4	$1.42M	Buy	5,434 +484	+10%	+$147K	0.06%	227
2018 Q3	$1.71M	Buy	4,950 +836	+20%	+$270K	0.06%	220
2018 Q2	$1.22M	Sell	4,114 -286	-7%	-$92.3K	0.04%	265
2018 Q1	$1.49M	Sell	4,400 -770	-15%	-$262K	0.05%	224
2017 Q4	$1.66M	Buy	5,170 +1,122	+28%	+$354K	0.06%	215
2017 Q3	$1.26M	Sell	4,048 -5,324	-57%	-$1.59M	0.05%	244
2017 Q2	$2.6M	Sell	9,372 -660	-7%	-$181K	0.1%	172
2017 Q1	$2.68M	Sell	10,032 -2,530	-20%	-$663K	0.11%	164
2016 Q4	$3.14M	Buy	+12,562	New	+$3.14M	0.14%	130

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuburgh Advisers's LMT Position: Q3 2019 in Review

Neuburgh Advisers increased its Lockheed Martin (LMT) stake by 71% in Q3 2019, buying an estimated $2.21M and bringing the position to 14,146 shares worth $5.52M. The position accounts for 0.17% of the portfolio, ranked #115.

Neuburgh Advisers first reported a position in LMT in Q4 2016 and has held it in 12 quarters since. 1,687 funds tracked by Wall St. Rank hold LMT as of Q3 2019.

Neuburgh Advisers held 14,146 shares of Lockheed Martin worth $5.52M as of Q3 2019.
Neuburgh Advisers bought 5,874 Lockheed Martin shares in Q3 2019, an estimated $2.21M.
Lockheed Martin made up 0.17% of Neuburgh Advisers's portfolio in Q3 2019, its #115 holding.
Neuburgh Advisers first reported a position in Lockheed Martin in Q4 2016 and has held it in 12 quarters since.
1,687 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.