New England Private Wealth Advisors’s Lockheed Martin LMT Stock Holding History

New England Private Wealth Advisors’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	-1,754	Closed	-$684K	–	127
2019 Q3	$684K	Hold	1,754	–	–	0.17%	80
2019 Q2	$638K	Buy	1,754 +300	+21%	+$100K	0.15%	84
2019 Q1	$437K	Hold	1,454	–	–	0.11%	98
2018 Q4	$381K	Sell	1,454 -204	-12%	-$61.9K	0.11%	95
2018 Q3	$574K	Hold	1,658	–	–	0.15%	81
2018 Q2	$490K	Hold	1,658	–	–	0.14%	86
2018 Q1	$560K	Buy	1,658 +10	+0.6%	+$3.4K	0.16%	82
2017 Q4	$529K	Buy	1,648 +175	+12%	+$55.2K	0.15%	87
2017 Q3	$457K	Hold	1,473	–	–	0.14%	86
2017 Q2	$409K	Hold	1,473	–	–	0.13%	89
2017 Q1	$396K	Hold	1,473	–	–	0.13%	89
2016 Q4	$368K	Hold	1,473	–	–	0.13%	85
2016 Q3	$353K	Hold	1,473	–	–	0.13%	86
2016 Q2	$366K	Hold	1,473	–	–	0.14%	81
2016 Q1	$327K	Buy	+1,473	New	+$317K	0.13%	84

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

New England Private Wealth Advisors's LMT Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2019, closing a stake of 1,754 shares — an estimated $684K sold.

New England Private Wealth Advisors first reported a position in LMT in Q1 2016 and held it in 15 quarters. The position peaked at $684K in Q3 2019. 1,819 funds tracked by Wall St. Rank hold LMT as of Q4 2019.

New England Private Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 1,754 Lockheed Martin shares in Q4 2019, an estimated $684K.
New England Private Wealth Advisors first reported a position in Lockheed Martin in Q1 2016 and held it in 15 quarters.
New England Private Wealth Advisors's Lockheed Martin position peaked at $684K in Q3 2019.
1,819 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.